Build Your Wealth with Trajan Wealth

Tax Season Scams - Build Your Wealth with Trajan Wealth featuring Jeff Junior

#TrajanWealth #taxes #JeffJunior

On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries discuss the latest scams targeting taxes, refund checks, and fears about the IRS.

• How do scammers impersonate the IRS?
• How does the IRS really contact you?
• What can you do if you think you've been scammed?

www.TrajanWealth.com

www.TrajanEstate.com

ABOUT Jeff Junior

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.

A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others.

Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth.

He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect.

https://trajanwealth.com/

Get more tips and get social with us! https://linktr.ee/trajanwealth

*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

How to use your stimulus check - Build Your Wealth with Trajan Wealth featuring Jeff Junior

#TrajanWealth #money #JeffJunior

On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries discuss your $1400 Government Stimulus Check and how best to use it.

• Should I just blow my $1400 check?
• The difference between a appreciating asset and a depreciating asset?
• Is Bitcoin a good investment?

www.TrajanWealth.com

www.TrajanEstate.com

ABOUT Jeff Junior

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.

A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others.

Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth.

He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect.

https://trajanwealth.com/

Get more tips and get social with us! https://linktr.ee/trajanwealth

*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

Living Trusts - Build Your Wealth with Trajan Wealth featuring Jeff Junior

On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries discuss Jeff's new venture, Trajan Estate. 

To learn more about Estate Planning and Living Trusts, Jeff talks with Kent Phelps an expert in Estate Planning.

#LivingTrusts #JeffJunior #Estateplanning

www.TrajanWealth.com

www.TrajanEstate.com

TrajanWealth.com

ABOUT Jeff Junior

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.

A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others.

Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth.

He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect.

https://trajanwealth.com/

Get more tips and get social with us! https://linktr.ee/trajanwealth

*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

Top 5 strategies to cut down on taxes - Build Your Wealth with Trajan Wealth featuring Jeff Junior

On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries discuss Jeff's new venture, Trajan Estate.

To learn more about Estate Planning and Tax Strategies, Jeff talks with Kent Phelps an expert in Estate Planning.

#Taxes #JeffJunior #Estateplanning

www.TrajanWealth.com

www.TrajanEstate.com

TrajanWealth.com

ABOUT Jeff Junior

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.

A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others.

Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth.

He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect.

https://trajanwealth.com/

Get more tips and get social with us! https://linktr.ee/trajanwealth

*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

What actually happens in probate? - Build Your Wealth with Trajan Wealth featuring Jeff Junior

On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries discuss Jeff's new venture, Trajan Estate.

To learn more about Estate Planning and Probate, Jeff talks with Kent Phelps an expert in Estate Planning.

#Probate #JeffJunior #Estateplanning

www.TrajanWealth.com

www.TrajanEstate.com

TrajanWealth.com

ABOUT Jeff Junior

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.

A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others.

Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth.

He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect.

https://trajanwealth.com/

Get more tips and get social with us! https://linktr.ee/trajanwealth

*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

Estate Planning Mistakes - Build Your Wealth with Trajan Wealth featuring Jeff Junior

On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries discuss Jeff's new venture, Trajan Estate.

To get in-depth about Estate Planning and Trajan Estate,Jeff talks with Kent Phelps an expert in Estate Planning.

#money #JeffJunior #Estateplanning

www.TrajanWealth.com

www.TrajanEstate.com

ABOUT Jeff Junior

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.

A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others.

Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth.

He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect.

https://trajanwealth.com/

Get more tips and get social with us! https://linktr.ee/trajanwealth

*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

"Love Ya" Couples Financial Planning - Build Your Wealth with Trajan Wealth featuring Jeff Junior

#money #JeffJunior #DaveRamsey

On this edition of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries talk about love, relationships, marriage and money.

• How do you best manage your money in a marriage?
• Who should "be in charge" of the money?
• What do most couples do wrong when dealing with money?

TrajanWealth.com

ABOUT Jeff Junior

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.

A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others.

Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth.

He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect.

https://trajanwealth.com/

Get more tips and get social with us! https://linktr.ee/trajanwealth

*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

Where Jeff Junior Disagrees With Dave Ramsey - Build Your Wealth with Trajan Wealth featuring Jeff Junior

#money #JeffJunior # DaveRamsey

On this edition of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries get tough! Jeff Junior has some major disagreements with radio host Dave Ramsey and gives his thoughts on living #Debtfree.

TrajanWealth.com

ABOUT Jeff Junior

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.

A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others.

Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth.

He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect.

https://trajanwealth.com/

Get more tips and get social with us! https://linktr.ee/trajanwealth

*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

What is going on with Gamestop and AMC? - Build Your Wealth with Trajan Wealth featuring Jeff Junior

In this edition of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries talk about the financial story capturing the news.

Jeff Junior breaks it down for you... It's Wall Street vs. The little guy, short selling vs. the long haul, and the short squeeze.

#wealth #money #JeffJunior #short #wallstreet #redditt

TrajanWealth.com

ABOUT Jeff Junior

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.

A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others.

Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth.

He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect.

https://trajanwealth.com/

Get more tips and get social with us! https://linktr.ee/trajanwealth

*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

Jeff Junior's Top Tips To Get You Ready For 2021 - Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior.

#wealth #retirement #JeffJunior

On this edition of Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff and co-host Rusty Humphries, talk about Jeff's Top Tips to get you ready for 2021.

• Should you get a second opinion when dealing with financial planning?
• What should you do with your 401K, in 2021?
• How should you plan for your beneficiaries?

TrajanWealth.com

ABOUT Jeff Junior

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.

A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others.

Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth.

He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect.

https://trajanwealth.com/

Get more tips and get social with us! https://linktr.ee/trajanwealth

*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.