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Our Dedicated Approach to Personalized Service Our Dedicated Approach to Personalized Service Our Dedicated Approach to Personalized Service

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
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Our Services

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.

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Financial Wellness

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.

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Contact Us

  • Our Location
  • Email a Voyage Financial professional
  • Ask a Question
  • Register for an Educational Workshop
  • Join Us on Facebook, LinkedIn
  • Download Our App
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Helpful Content

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

U.S. Personal Savings Rate

What can be learned from the savings rate?

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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