All of the services we offer here at Voyage Retirement Solutions fall into one of the below portions of our Retirement Navigator, what we consider to be your financial compass. 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 Retirement Navigator program customized to your particular needs.
- Social Security Maximization - Income & Expense Analysis - Inflation Plan
- Spousal Plan
- Quantifying your risk tolerance
- Adjusting your portfolio to reduce or eliminate fees
- Evaluate ways to reduce risk while accomplishing goals
- Comprehensive institutional money management
- 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
- 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
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 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.