Every month we host an educational seminar at Urban Pine Winery located at
3415 Briarfield Blvd, Maumee, OH 43537! We invite you to attend a free seminar to learn about comprehensive retirement planning. This isn't just another "financial" seminar!
Please reach us at anna@voyageuradvisorygroup.com if you cannot find an answer to your question.
Yes, we have other seminars planned for this year! The dates available to attend one of our seminars are May 11, May 12, June 7, June 9, June 15, June 16. More summer dates will be listed soon!
Absolutely! We encourage you to bring your spouse, partner, or a friend to join! The more the merrier!
The topic of this luncheon seminar is about comprehensive retirement planning. This isn't just another "financial" seminar that we've all been to. You will learn about holistic retirement planning, which includes tax, legal, financial, government benefits, and nursing home protection planning.
Not at all. If you'd like to book a free one-on-one consultation, please call our office or send us an email to book a time for us to sit down together.
Please don't feel intimidated like we are going to "sell" you something. We work to get to know our clients well, understanding their needs and goals, and developing a custom plan that works for you! It will specifically address your needs from a legal, financial, and tax perspective.
There are numerous factors to weigh before turning on your Social Security income. Understanding what those are and the impact they may have is vital before making this important decision.
There are many ways to plan for nursing homes and assisted living. It is important to understand how long term care insurance policies work before deciding if this is a proper tool for you.
A true retirement plan includes much more than how your money is invested. While a financial plan is a key component, a true comprehensive retirement plan must consider many other facets to be successful.
Understanding the basics of the Medicare program and how this program can be utilized to pay for nursing home expenses.
*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.
*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 CoreCap Advisors, LLC. Odyssey Private Wealth, LLC, Voyageur Financial, LLC, and CoreCap Advisors are separate and unaffiliated entities.
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