You need to know if your money is working for you. Too many people work hard, put savings away, and yet do not see the light at the end of the tunnel. They get confused by the rhetoric from some professionals who speak of CD’s, Savings Accounts, Life, Health, Auto and other pertinent accounts. By all means, the bottom line is having proper coverage in place, saving for retirement, and feeling comfortable you are doing the right thing with the right company is always good.TUNE INTO SAFE MONEY RADIO with your HOST, CHARLES HEINZELMAN, SUNDAYS 4-5PM to learn more about Trajan Insurance and Wealth Services and how Charles Heinzelman help you get on the best path for YOU.
More about Charles Heinzelman:
Upon Charles’ graduation from John Carroll High School in Bel Air, MD; he ventured off to Ohio to further his education. While there, he served as a Chairperson for the Pan-Hellenic Council, Social Chair and Scholar Chair for his Fraternity and graduated with a triple major; all in 4 years.
Obtaining his degree in 1990 he immediately entered The University of Dayton School of Law. He then graduated and specialized in Estate Planning and Trusts. From there he was relocated to Scottsdale, AZ. before becoming disenchanted with the legal bureaucracy; then fining himself entering the financial services and insurance sector.
Mr. Heinzelman has served corporations large and small as a Financial Advisor, Vice President, Senior Partner and now CEO of Trajan Insurance and Wealth Services. Charles’ high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society, Aegon Champion Award and recipient of The Jack Kinney Leadership Award. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo Finance, Morningstar and countless others. Charles says, “I enjoy what I do and attempt to show it in every interaction.”
CONTACT CHARLES TODAY!
Austin Office
800-708-8033
810 Hester Crossing Suite 165
Round Rock, TX 78681
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