Every individual is different; therefore, every individual's financial roadmap will be different. Here at Voyageur Advisory Group, we have access to over 50 different financial providers, many of whom are the top and longest-standing insurance and financial companies in the world, and all with specialized products designed to meet those needs of various indivduals.
Our objective is to help clarify those needs and make professional recommendations as to the best course of action for each and every client.
A 30-year old who is a few years into his career will have completely different goals than a 60-year old who is about to retire, who will also have different objectives from a 90-year old in the twilight of life. Investments strategies should be made accordingly, as there is no "one-size-fits-all" when it comes to retirement planning.
At Voyageur, our goal is to collectively determine which financial path makes the most sense for you and your family, and which steps are necessary to achieve your goals. Depending on the phase of life you are in and what your goals are, will ultimately determine which recommendation is in your best interest. We strive to ensure our recommendations are in line with your objectives.
*Any direct, indirect or implied conflict of interest between Voyageur Financial, LLC, d.b.a. Voyageur Advisory Group, and any professional so associated will be disclosed to clients prior to any service being rendered.
*All services rendered by Voyageur Financial, LLC., d.b.a. Voyageur Advisory Group, or one of its affiliate representatives or strategic partners, are only provided by individuals with the proper and legally required professional licensing.
**Anna Maassel is an investment advisory representative of and provides advisory services through AE Wealth Management, LLC. Odyssey Private Wealth, LLC, Voyageur Financial, LLC, and AE Wealth Management, LLC are separate and unaffiliated entities.
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