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
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Understanding the economy's cycles can help put current business conditions in better perspective.
To choose a plan, it’s important to ask yourself four key questions.
Do you have an estate strategy? You should.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
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.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Do you know these three personal finance sayings?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Are Real Estate Investment Trusts right for your portfolio?
Here is a quick history of the Federal Reserve and an overview of what it does.
Would you guess that Millennials are effectively saving for retirement? Well, they are.