The Voyage Financial Group embraces the spirit of travel and passage because we believe retirement is a journey, not a destination. The path you take is continually evolving.
Discovery: We start by understanding you. Each individual investor has personal experiences that have shaped their view of money and their risk tolerance. Only after getting to know you on a personal level can we begin to construct a plan to meet your goals and objectives.
Charting: Our team will evaluate your current situation and identify risks and opportunities. Our financial planning process focuses on the two key questions about retirement: How much income can I receive, and will my money last? Since we take a holistic approach to financial planning, we're accustomed to collaborating with CPA’s, attorneys and other specialists.