Our process can be broken down into 4 key steps: Discovery, Plan Design, Implementation and Cruise Control. We utilize our custom Retirement Navigator and FRS Navigator programs to ensure you understand what it means not to just retire, but to retire with confidence. Browse any of our steps below or to get started with your complimentary one-on-one review by giving us a call today.
Let's start by getting to know one another.
We will begin with a diagnostic review of your current portfolio: Where you are today in relation to where you want to be tomorrow and your current goals you want to reach.
Our hope is to uncover your retirement objectives so we have a destination to steer towards.
Using the clearly defined objectives from our initial consult, we will present a tentative plan.
This written retirement strategy will give you a better understanding of your current course and the direction we will take. A recommendation of a specific strategy implementation will give you the clear direction you are looking for.
After reviewing the design with your family and answering any follow-up questions, we will establish any and all accounts/strategies that you deem in line with your goals.
This process can take anywhere from 2-6 weeks, depending on the extent of your plan. A weekly update will be provided by our team to ensure you are fully aware of the progression of your plan.
Periodic, but regular reviews with your wealth manager will ensure you are still on course.
Monitoring your accounts & strategies is essential to ensure successful arrival at your destination. Changes to objectives, time tables, or financial necessities may trigger th eneed for adjustments to your plan, but Voyage will act as your pilot to guide you through your career and retirement with the most suitable recommendations we have available.
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.