FRS Navigator

All of the services we offer here at Voyage Retirement Solutions fall into one of the below portions of our FRS Navigator, what we consider to be your financial compass. We understand as members of the Florida Retirement System, you have very specific needs and options open to you. That's why we created the FRS Navigator. It is designed specifically to help guide you through all of the steps to your retirement. For more information on any of the below, don't hesitate to call us and set up your complimentary, one-on-one review to have us create a FRS Navigator program customized to your particular needs.


INCOME PLANNING
- Social Security Maximization - Income & Expense Analysis - Inflation Plan
- Spousal Plan

INVESTMENT MANAGEMENT
- Quantifying your risk tolerance
- Adjusting your portfolio to reduce or eliminate fees
- Evaluate ways to reduce risk while accomplishing goals
- Comprehensive institutional money management

TAX PLANNING
- Assessing the taxable nature of your current holdings
- Strategizing ways to include tax-deferred or tax-free monney
- Strategize which tax category to draw income from first to reduce tax burden
- Leverage your qualified money to potentially leave tax-free dollars to your beneficiaries

HEALTH CARE PLANNING
- Looking at all aspects of Medicare, Parts A, B and D
- Analyzing options for a long-term care plan

LEGACY PLANNING
- Maximize your estate & income tax planning opportunities
- Protect any assets in trust & ensure they are distributed to your beneficiaries probate-free
- Protect your IRA & qualified accounts from becoming fully taxable to your beneficiaries upon your death



Our FRS Navigator is designed to help you achieve your retirement goals simply and with confidence.

Call us now to set up your one-on-one review and we'll go through your customized FRS Navigator.

Get access to our helpful retirement kit which includes two guides that address topics you should consider when planning your retirement.

Privacy Policy | Terms of Use

Securities offered through GWN Securities, Inc. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561)472-2700. Voyage Retirement Solutions, LLC and GWN Securities, Inc.are non-affiliated companies.

Voyage Retirement Solutions and its representatives do not represent, nor are they affiliated with the Florida Retirement System (FRS).

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.