How We're Different
The Voyage Financial team of professionals provides each client with:
- Risk-appropriate investment advice
- Comprehensive financial planning
- Financial wellness choices based on individual needs and expectations
Voyage professionals serve more than 800 clients by providing a broad spectrum of financial advice and services tailored to individual goals… such as conservative steady growth with minimum risk and reasonable costs.Learn More
Financial wellness is the core of our relationship with clients, encompassing a diverse combination of advice and services that help each client make important financial decisions. Voyage Advisors meet regularly with their clients to do this, but you can explore some of the online tools we also make available.Learn More
- Our Location
- Email a Voyage Financial professional
- Ask a Question
- Register for an Educational Workshop
- Join Us on Facebook, LinkedIn
- Download Our App
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Building Your Legacy
A four-step framework for building a personal legacy.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Here are five facts about Social Security that are important to keep in mind.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Five creative (and inexpensive) ideas for motivating your employees.
Don't let procrastination keep you from pursuing your financial dreams and goals.
There are things about Social Security that might surprise you.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There’s an alarming difference between perception and reality for current and future retirees.
Have you explored all of your choices when it comes to managing your taxable income?
Why are 401(k) plans, annuities, and IRAs so popular?