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Our Services & Workshops

Each prospective client meets with a Voyage Financial professional to discuss retirement goals, expectations and plans for the future. A personal financial plan is then developed – at no cost or obligation – using Voyage’s proprietary financial planning tool.

As a Voyage client you can expect:

  • Active monitoring and management of your accounts … directed by the Voyage Investment Committee.

  • A wide range of investment choices for your portfolio … because, as independent financial professionals, Voyage isn’t locked into one type of investment and can select from the universe of investment options that include:

    • Mutual funds
    • Actively managed portfolios
    • Alternative investments
    • Individual stocks and bonds
    • Variable annuities
    • Exchange-traded funds
  • Periodic reviews … to not only review investment performance, but also to see if there are life, health or family changes that influence financial goals and objectives.

  • Advice and counsel on complex subjects that relate to personal wealth and confidence … From tax and estate planning to health care and insurance, a Voyage Financial professional has the background and experience to help.

  • A personal website to track investments … the Voyage Vault, powered by eMoney Advisor, gives clients the opportunity to track their net worth by receiving daily updates on the value of ALL of their assets and liabilities held at Voyage and elsewhere.

  • Biweekly Market Commentaries that provide up-to-date information about trends that are shaping the state of the economy and financial markets.

  • Quarterly Voyage newsletters with articles to help make sound personal and financial decisions in conjunction with your Voyage Financial professional.

  • Invitations to client events … dinners and other events held throughout the year to share information, socialize, and chat with the Voyage team. These events have been compared to “family gatherings” because of their informality and interactive nature. Click here to see some photos from past client events.

Our Educational Workshops

We conduct no cost/no obligation educational workshops that have educated thousands of people on the importance of retirement planning.

Included with the workshops is the invitation for participants to enroll in the “Voyage Kickstarter Program” to receive quarterly updates on market conditions that may be helpful information for 401(k) allocations. Click here for a schedule of Educational Workshops.