Voyageur Advisory Group
Retirement Planning for Individuals. Profit Planning for Businesses.
At Voyageur Advisory Group, we believe true financial confidence comes from having a trusted partner by your side. That’s why we guide individuals, families, and business owners through every step of their planning journey with integrity, transparency, and lifelong support.
Retirement Planners for today’s Retirees….See the Difference!
Voyageur In The News:
Guiding Your Retirement and Your Business to Success
Knowledge That Builds Confidence
We make planning for your future easy to understand, so you can feel sure about the choices you make for your retirement and business.
It Starts With Knowing You
As your life or business changes, so will your plans. We’ll keep updating your plan to make sure you’re always on the right track.
It Starts With Knowing It Starts With Knowing You or Your Business
We take the time to understand what you and your business need. By listening to your goals, we create plans that are just right for you.
About us
Welcome to Voyageur Advisory Group
Voyageur Advisory Group was founded in 2016 by Aaron, inspired by a personal experience that highlighted the importance of thoughtful, up-to-date retirement planning. After his grandfather passed away, Aaron saw how a plan created in 1986—though well-intentioned—had become outdated and no longer met his family’s needs. That moment sparked his commitment to help others avoid the same challenges by offering retirement plans that grow and adapt with life.
He began by meeting with families in their homes, local restaurants, and libraries. In 2017, the first office opened, and today, Voyageur serves clients across Ohio, Michigan, and throughout the country. For Individuals and Families, the firm’s mission remains clear: to provide real, personalized retirement planning built on trust, education, and a deep understanding of each family’s goals. For our business client’s, we strive to bring that same level of education, understanding, service and caring to our consultative process and offered solutions in order to help your firm excel!
- Commercial Gardening
- Residential Gardening
- Industrial Gardening
What We DO
Planning With Purpose
Our Trademarked System for Crafting your Comprehensive Retirement Plan
A successful retirement plan is all about creating a life you can enjoy with confidence, knowing your income is reliable, your assets are protected, and your legacy is secure. At Voyageur Advisory Group, we know that there is more to retirement planning than your investment portfolio. That is why we take a comprehensive, personalized approach to retirement planning. We take time to understand your goals, walk you through your options, and build a coordinated plan that adapts as your needs evolve. It’s not just about what we do – it’s about how we do it: with care, clarity, and your best interests at heart.
Legal Planning
We help you put the right legal documents in place—such as wills, trusts, powers of attorney, and healthcare directives—to make sure your wishes are honored and your family is protected. This planning also helps avoid probate and unnecessary delays during critical times.
Income Planning
We create a customized strategy to turn your savings, Social Security, and other income sources into a steady, reliable stream throughout retirement. This helps ensure you can maintain your lifestyle and financial independence without outliving your money.
Investment Management
We design and manage a portfolio that aligns with your goals, time horizon, and comfort with risk. With regular reviews and adjustments, we aim to grow and protect your investments through all stages of life and market changes.
Tax Planning
We take a forward-thinking approach to help you minimize taxes now and in the years ahead. By using strategies like Roth conversions, tax-efficient withdrawals, and coordinated income planning, we work to preserve more of your hard-earned wealth and improve your long-term financial outcomes.
Generational Planning
We help you plan for the smooth transfer of your wealth to children, grandchildren, or other beneficiaries. With the right strategies in place—like trusts, lifetime gifts, and family planning tools—you can preserve your assets, minimize taxes, and ensure your legacy is passed on with care and intention.
Planning For Profit
Guiding Your Business Towards Long-Term Success
Our Planning for Profit consultative process is all about looking at your business as a whole. Instead of focusing on just one area, we take a step back and evaluate everything—how things are running, where improvements can be made, and where we can help you boost revenue. It’s all about understanding how things are working together and where we can step in to help you increase revenue and boost profits. Here are some of the ways we can help your business grow through this process:
Strategic Tax Planning
Proactive tax planning is a critical component of a strong financial strategy. We work with you year-round to legally minimize your tax burden, maximize your cash flow, and ensure your business is positioned for long-term financial success.
401k Management
A well-designed 401(k) retirement plan helps your employees save with confidence for the future and supports your efforts to attract and retain top talent. We make it easy to offer a plan that’s simple to manage, fully compliant, and built around your business needs.
Key Man Life Insurance
Every business has key people whose knowledge and leadership are hard to replace. Key Man Life Insurance protects your company if something happens to one of them, helping ensure business continuity when it matters most.
Voluntary Benefits
Enhance your team's compensation with flexible, low-cost benefit options—without increasing your expenses. Voluntary benefits give employees the freedom to choose what works for them, boosting satisfaction and retention.
Activ8 Health
Support your team with a well-rounded wellness program focused on physical health, emotional balance, and financial well-being. Activ8 Health helps reduce burnout and improve engagement across your organization.
WHY CHOOSE US
Because You Deserve More Than a One-Size-Fits-All Plan
Personalized Planning That Fits You
We don’t do cookie-cutter solutions. Every plan we create is tailored to your unique goals, values, and circumstances because your retirement and business needs deserve a thoughtful, customized approach.
Experienced Advisors Who Truly Listen
Our team takes the time to understand what matters most to you. With decades of combined experience, we provide expert guidance while making sure your voice is heard throughout the entire process.
Ongoing Support for Life’s Changes
Your life and the world around you is always evolving. We stay by your side with regular reviews and adjustments to your plan so you're always prepared for whatever comes next.
Easily Estimate Your Business Benefits and Tax Savings with Our 125 Calculator
Our 125 Calculator is a user-friendly tool designed to help you better understand how your employee benefits can lead to significant tax savings. It simplifies the planning process and makes it easier for you to create a benefits plan that is not only cost-effective but also aligned with your business goals.
With this tool, you’ll be able to make smarter, more informed decisions about your benefits offerings, ensuring that you’re optimizing both your company’s resources and your employees’ needs.
Testimonials
Honest Reviews from our Customers
Are You Ready to Start Planning With Confidence?
Planning a secure future takes thoughtful guidance and personalized strategies. At Voyageur Advisory Group, we specialize in creating customized plans that support both individuals and businesses, helping you navigate your unique goals with confidence. When you book an appointment with us, you’re choosing a partner committed to understanding your needs and working alongside you to build a plan that grows and adapts with your life or company. We look forward to working with you!