Trajan Insurance and Wealth Services – Financial Services Leader

Optimized by Komoona

Trajan Insurance and Wealth Services is now a nationwide financial services (Financial advisor Austin) company that was founded with the goal of assisting our clients in every aspect of their financial lives. At Trajan Insurance and Wealth Services we pride ourselves in maintaining the highest form of integrity and conducting ourselves in an ethical manner for ourselves, our families, our clients and our community. We will be optimistic and positive, as we understand those attitudes will affect our overall success with our goals and clients. We will continuously seek solutions, not problems and know we will reap what we sow. We will work hard to create a self accountable environment and treat obstacles as opportunities. Our focus is to help you determining what you need for your different situation.

We focus in the following areas:

Life Insurance

Looking for Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Index Universal Life Insurance or Global Index Life Insurance. We are tagged as best insurance service provider in our region (Arizona Life Insurance)

Annuities

There are two basic types of annuities: deferred and immediate.

Rollovers & IRA's

An IRA established to hold the assets of an eligible distribution from a qualified plan. Rollover IRAs are Traditional IRAs that hold money transferred from another qualified plan.

College Savings

Our goal is to help you find the plan that best meets your long-term needs and financial goals when it comes to your children's education needs.




Company Plans

From payroll to retention, to events and taxes, the last thing you need keeping you up at night is your company retirement plan. Let us provide you the information you may so desperately need.

401k plan

More than likely these are familiar to anyone who has worked for a large company. But many smaller businesses also find that a 401(k) is an appropriate retirement option for their company. A 401(k) program may be a good benefit for companies with a mix of rank-and-file employees and owners/managers. It also offers participants a wider range of investment options. Started in 2006, you can set up the plan so that workers can designate some or all of their contributions as after-tax Roth investments, making qualified distributions of such money tax-free.

Auto Insurance

All Arizona motorists are required by state law to carry automobile liability insurance. This law ensures that, if the motorist causes an accident, the victims of the accident can receive compensation for their damages, including property damage, medical bills, lost wages, and pain and suffering, without having to file a claim with their own insurance company. Under Arizona law, the minimum amount of insurance needed is $15,000 per person and $30,000 per accident for personal injury, and $10,000 for property damage. Despite this law, many people continue to drive or ride motorcycles without insurance.

Home Insurance

Shopping for a new house is an exciting experience but a little preparation is necessary. This checklist is designed to help new homeowners get a better understanding of the important role insurance plays in the process.

Share:


About the Author

Jack Authors

Trajan Insurance and Wealth Services personalize each and every person's situation to help make sure their savings and insurance works best...