Maumee, OHIO, Nov. 11, 2020 -- Voyageur Advisory Group has launched its new web site. The holistic retirement planning company was formerly known as a branch of Affinity Advisory Network, and Voyageur Advisory Group will remain a strategic partner with them.
Voyageur Advisory Group provides holistic retirement planning for individuals and families through a collaborative process involving strategic partnerships necessary for the plan's development and implementation. Its services are fully integrated to provide a seamless plan. They include income,insurance, and investment planning, estate planning, government benefits planning, tax planning, and nursing home protection planning.
The company seeks to provide a unique plan for each person based upon his or her situation. For example, a 30-year old just beginning his career will have 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. Voyageur helps to identify the goals of each person and to develop a financial plan to help them meet those goals.
Voyageur Advisory Group includes financial professionals who have received advanced estate planning strategies focused on the preservation phase of an individual's retirement life. This team also collaborates with the company's independent legal professionals to build the plan.
The company also helps its clients understand, access, and maximize their government retirement and health insurance benefits. Government benefit plans include Social Security, Medicare, Medicaid, and Veteran's Benefits.
Proper tax planning can reduce the amount of an individual's tax liability and help increase wealth. To ensure clients' financial stability, Voyageur Advisory Group's tax department also guides clients through the tax planning process. Tax consequences are a significant concern when determining where and when to invest, and especially when to cash in particular investments. Once the client and advisor determine the best investment strategy, a tax professional prepares a tax projection to help the client and advisor make an informed decision.
Voyageur Advisory Group also helps clients protect their savings while simultaneously growing it and collecting practical income. The company helps them protect their family's lifestyles after their deaths.
Nursing homes can cost as much as $100,000 annually and can quickly deplete life savings. Voyageur's Advisors help clients protect against nursing home spend-down and the possibility of long-term care.
Voyageur provides holistic retirement planning for individuals and families through a collaborative process involving strategic partnerships necessary for that plan's development and implementation. It seeks to provide the client with both financial stability and growth potential. Its professional team includes insurance agents, financial advisors, brokers, registered investment advisors, elder law attorneys, real estate attorneys, accountants, CPAs, and Veterans Administration accredited agents and attorneys. Voyageur and its parent, the Affinity Advisory Network, bring all these professionals together to provide clients with the best, most well-rounded financial plan available in the market.
For more information on this topic please contact Aaron or Suzanne by phone at 567-803-3100 or by email at [email protected]
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