About Voyage financial group
Voyage Financial Group: Your Trusted Partner for Personalized Financial Advice
Voyage Financial Group is a private wealth advisory practice located in Lisle, Illinois. The company is part of Ameriprise Financial, one of the leading financial planning and investment management firms in the United States. With over 20 years of experience in the industry, Voyage Financial Group has established itself as a trusted partner for individuals and families seeking personalized financial advice.
At Voyage Financial Group, we understand that every client has unique financial goals and challenges. That's why we take a holistic approach to wealth management that considers your entire financial picture – from investments and retirement planning to tax strategies and estate planning. Our team of experienced advisors works closely with you to develop a customized plan that aligns with your goals, values, and risk tolerance.
One of the key benefits of working with Voyage Financial Group is our access to Ameriprise's extensive resources and expertise. As an Ameriprise private wealth advisory practice, we have access to cutting-edge research on market trends and investment opportunities. We also have access to exclusive products and services designed specifically for high-net-worth clients.
Our services include:
Investment Management: We offer a range of investment options tailored to your needs, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), alternative investments such as real estate or commodities.
Retirement Planning: We help you create a comprehensive retirement plan that takes into account your current assets as well as future income streams such as Social Security or pensions.
Tax Strategies: We work with you to minimize taxes through strategies such as tax-loss harvesting or charitable giving.
Estate Planning: We help you create an estate plan that ensures your assets are distributed according to your wishes while minimizing taxes and other costs.
Insurance Planning: We review your insurance coverage needs for life insurance policies like term life insurance or permanent life insurance policies like whole life insurance policy or universal life insurance policy.
At Voyage Financial Group, we pride ourselves on our commitment to transparency and communication. We believe that regular communication is essential to building a strong relationship with our clients. That's why we provide regular updates on your portfolio performance and schedule regular meetings to review your financial plan.
In conclusion, if you're looking for a trusted partner for personalized financial advice, look no further than Voyage Financial Group. Our experienced advisors are here to help you navigate the complex world of wealth management and achieve your financial goals. Contact us today to schedule a consultation!
voyagefg.com
