A Written Retirement Plan
Our Retirement Navigator is the backbone of our process, offering a personalized planning experience that helps visualize your retirement strategy, adjust in real time to life changes, and help ensure every aspect of your future is accounted for. This includes 5 key areas:
INCOME | INVESTMENTS | TAXES | HEALTHCARE | LEGACY
Our Four-Step Process
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. Our hope is to uncover your retirement objectives so we have a destination to steer toward.
Let’s start by getting to know one another.
Discovery
1
This process can take anywhere from two to six weeks, depending on the extent of your plan. Our team will provide a weekly update to ensure you are fully aware of the progression of your plan.
Establish any and all accounts & strategies that you deem in line with your goals.
Implementation
3
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 for implementation will help give you the clear direction you are looking for.
Next, we'll develop your Retirement Navigator.
Plan Design
2
Monitoring your accounts and strategies is essential to working towards a successful arrival at your destination. Changes to objectives, time tables or financial necessities may trigger the need for adjustments to your plan, but Voyage will serve as your pilot and help you navigate your career and retirement with the most suitable recommendations we have available.
Periodic but regular reviews with your wealth manager will help evaluate if you are still on course.
Cruise Control
4
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).
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.
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.
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.