Our Services

At Financial Voyages, we are committed to providing our clients with independent and comprehensive financial advice and wealth management to help secure their financial future. We are not affiliated with any insurance or investment companies, so we are truly objective in the advice we give and the products we recommend, including:

Financial Planning

You may not have the time, desire, or expertise to properly plan and manage certain financial aspects of your life. As skilled and experienced professionals, we can help reduce the stress of financial planning and guide you each step of the way. Our knowledge and unique approach enables us to clarify your goals and develop a comprehensive strategy designed to help you achieve them.

Estate Planning

Your legacy is important to you and your loved ones, and taking the right precautions now can reap big rewards later. We will work closely with you to facilitate an appropriate plan to meet your specific needs and help maximize wealth transfers – leaving an inheritance instead of a tax bill.

Retirement Income Planning

Whether you are just starting to plan, getting ready to retire, or are already enjoying retirement, we will develop a plan designed to help you retire comfortably with the confidence that you will not outlive your assets. You are unique, and your retirement goals and plan should be as well.

Investment Management

We take your investment planning seriously and will guide you each step of the way. Our ability to access third party independent research tools enables us to carefully measure our clients’ individual risk tolerance to develop their unique portfolio. We are committed to regularly monitoring and revising your plan, and providing you with the most accurate and transparent account information.

Insurance Planning

Having insurance, understanding the various policies, and finding the most suitable plan for you is essential. We offer an extensive variety of insurance products and coverage. We will explain your choices and personalize a plan based on your family protection needs.