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
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Don’t overlook the need for renter’s insurance if you rent your home.
Simple steps may help you foil hackers and protect your privacy.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A bucket plan can help you be better prepared for a comfortable retirement.
How do the markets usually react to elections? Was the 2016 election any different?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you have causes that you want to support with donations? Here are three tips.