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Bridging the Gap

Between your wants and your dreams.

Our customized financial plan fees can range from $500 to $1,500 depending on the complexity of your plan. When you work with us, we take the time to carefully select every investment in your portfolio to ensure it aligns with your individual objectives, risk tolerance and time frame. Beyond guiding your financial decisions, we value taking the time to educate you on our recommendations so you can feel confident about each step you take.

Through detailed projections, we can work to ensure you avoid outliving your income so you can focus on enjoying your retirement. Dedicated problem-solvers, there is no obstacle or issue too complex for us to sort through. Our hands-on, collaborative approach means you will always know the why, how and when behind our recommendations, allowing you to sleep well at night knowing you’re in good hands. Whether you have $1,000 or $1 million, our team is eager to resolve your concerns and worries so you build a strong foundation for your future.

The financial planning fees (fees) described above may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Voya Financial Advisors, Inc. (VFA) and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.

How Can We Help You?

I need a personalized financial plan.

Whether you’re 20-years-old or 60-years-old, a financial plan can help show you the way while you navigate a variety of decisions throughout your lifetime. From how much money to put into your 401(k) every month to which stock options suit your needs the best, financial planning offers a customized approach to your financial future — one that not only provides security, but also peace financial confidence.

I’m planning ahead for my retirement.

Pre-retirees and retirees alike can all benefit from a retirement plan. Why? Because once you leave the workforce, there is a whole new array of choices to navigate. But, have no fear — our team is well-versed in the steps necessary to secure the retirement of your dreams. Whether you want a vacation house or simply desire a comfortable lifestyle, we can help you work towards your goals.

I want to optimize my investment portfolio.

We’ve designed hundreds of portfolios for people just like you, however, no portfolio is ever the same. A mix of both art and science, investment management requires in-depth insight into the investment market. Instead of boring you with financial jargon and complexities, we’ll walk you through our recommendations so you have a clear understanding of each decision.

I would like guidance on insurance.

We believe risk management is key to ensuring your future is protected from the unexpected. Our access to a variety of providers means you’ll receive hand-picked solutions designed to accommodate both your current and future needs. Beyond providing recommendations, we’ll educate you on the pros and cons of each option so you are well-informed of what’s available and most suitable for you.

I am looking for a plan for my business.

Business planning touches a wide range of decisions and situations, allowing you to focus on the bigger picture while taking advantage of opportunities in real-time. As business owners ourselves, we’re well aware of the scenarios you may find yourself in, enabling us to deliver proactive advice that prevents you from making mistakes you’ll regret years down the line.

I need to secure my family’s future.

From trusts to probates and beneficiary designations, our team can simplify the estate planning process from start to finish. With our guidance, you can ensure your wealth will end up in the right hands. Many decisions take place during estate planning; our role is to serve as your advocate to make sure your legacy is protected and your wishes are carried out according to your own terms.

We Can Help With Employer-Sponsored Retirement Plans!

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