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
U.S. Personal Savings Rate
What can be learned from the savings rate?
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Five strategies for managing your student debt.
However exciting retiring abroad may sound, it deserves considerable planning.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Recent changes in estate tax laws could affect the strategy you have in place.
You’ve made investments your whole life. Work with us to help make the most of them.