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
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Building Your Legacy
A four-step framework for building a personal legacy.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Important items to consider when purchasing condo insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
You’ve made investments your whole life. Work with us to help make the most of them.
What if instead of buying that vacation home, you invested the money?
A bucket plan can help you be better prepared for a comfortable retirement.