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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A few strategies that may help you prepare for the cost of higher education.
Bonds may outperform stocks one year only to have stocks rebound the next.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Good employee health can be great for the company’s bottom line.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have you found yourself suddenly single? Here are 3 steps to take right now.
$1 million in a diversified portfolio could help finance part of your retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
What does your home really cost?
Smart investors take the time to separate emotion from fact.