Make Your Money Work for You
A native of small-town Wisconsin, Jeff Junior has a rich, decorated past and present as a Marine, Desert Storm veteran, award-winning financial advisor, dedicated husband, father and son. His parents’ memory is a continual source of inspiration to him. His late father, a business owner and former mayor, and his late mother, a registered Flight for Life nurse, instilled a sense of responsibility and community in Jeff that he incorporates into his business and his service.
Jeff believes strongly in liberty, personal responsibility and fulfilling his duty as a fiduciary to his clients. Inspired by the freedom created by the service of past veterans, he joined the U.S. Marine Corps and was sent to Okinawa when he was 18. He also served in the Marine Expeditionary Unit during Desert Storm.
In 1997 he graduated from Campbell University then moved onto his true calling, the financial services industry, where his passion for finance, freedom, independence and service came together and, as a side benefit, gave him an excuse to don a neatly pressed suit and tie each day.
Overlapping is a situation resulting from owning several similar mutual funds or securities that are affected by the market in a common way...More About Money Management
Trajan Wealth offers clients advice that provides them with higher potential returns, but also addresses taxes, estate planning...More About Income Planning
The earnings of an annuity can either be fixed, or contributed to an index crediting account. Annuities are offered by insurance companies...More About Annuity Information
Now that you have determined you need life insurance or that you need more, it’s time to decide which type.More About Insurance Information
A 401(k) program may be a good benefit for companies with a mix of rank-and-file employees and owners/managers.More About 401k Planning
Listen to Jeff Junior every Thursday at 4PM on KFNX, and on KTAR during drive time for the financial tip of the day. Click the link below to listen to past radio shows.More About Jeff's Radio Show