Entering DROP Checklist
Step confidently into DROP with our pre-DROP checklist, guiding your smooth transition to retirement.
As you approach your DROP entry date, ensuring a seamless transition requires meticulous planning. This indispensable checklist walks you through the initial steps, from essential documentation to strategic financial decisions, setting the stage for your retirement. Delve into our guidance to make informed choices about your retirement benefits, investment adjustments, and comprehensive retirement planning. With Voyage's support, work to unlock a future of financial confidence.
ADDRESS
220 E Central Parkway, Suite 1000, Altamonte Springs, FL 32701
CONTACT
Tel: 888 501 3063
Email: info@voyageretirement.com
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities and Advisory services offered through GWN Securities, Inc. Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Voyage Retirement Solutions, LLC and GWN Securities, Inc. are separate companies. Voyage Retirement Solutions and its representatives do not represent, nor are they affiliated with, the Florida Retirement System (FRS).
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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
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Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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