Everyone's life is unique and requires individual attention and solutions. To understand if you need help we must first get to know you and the great things that make your life special!
Planning for retirement can be overwhelming. Our goal is to make the complicated understandable because being informed is essential to making decisions with confidence.
As Fiduciaries, we seek solutions for your unique plan. We employ the expertise needed to put those choices into action and maintain a regular servicing schedule to ensure it is kept up to date as life and the world around you changes.
The framework around which your Retirement Plan is crafted often begins with your legal plan. At Voyageur Advisory Group, our professionals and our strategic partners are trained in advanced estate planning strategies focused on the preservation phase of your retirement life.
Your retirement insurance and investment needs are likely very different compared to when you were in your 30's, 40's & 50's. A sound retirement insurance & investment plan is one that reflects these natural changes in your life and takes certain realities into consideration in how your funds are working for you and your heirs.
Taxes are a guaranteed expense and are likely to increase over time. The best way to manage and minimize the impact taxes will have on you and your estate is through sound planning. Having a good plan for this known liability will assist you in preserving the wealth you have accumulated.
The government has a range of programs that retirees must understand. Medicare, Medicaid, Social Security and veterans' benefits all have unique features that must be accounted for in a sound Retirement Plan. Making the right decisions in how to utilize these benefits is key to your Retirement success.
We work our entire lives to provide for ourselves and our families in anticipation of finally having the time to enjoy our retirement years. If you eventually find yourself in need of long-term care without having planned for such a situation the resulting loss in your quality of life and financial well-being can be significant.
Reach out and make contact with a local representative today!
567-803-3100
aaron@voyageuradvisorygroup.com
*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.
**Aaron Maassel is an investment advisory representative and provides advisory services through CoreCap Advisors, LLC. Odyssey Private Wealth, LLC, Voyageur Financial, LLC, and CoreCap Advisors, LLC are separate and unaffiliated entities.
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