Broker Check
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
Learn More

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.

Learn More

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.

Learn More

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
Learn More

Helpful Content

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

View all videos arrow