Successfully Planning for Retirement
Setting out to create a financial plan that will guide you into the future can be a daunting task, however, it does not have to be. Working with an the experience and knowledge professional , you’ll be able to navigate your finances and, with the use of eMoney, your goals can be organized step by step.
Together, We’ll Work With You To:
- Organize Your Finances
- Identify & Prioritize Your Financial Goals
- Estimate Your Cost of Retirement
- Track Your Progress Toward Your Goals
- Choose How Much to Save
- Identify Potential Tax-Savings Strategies
- Optimize Your Social Security & Pension Benefits
- Create a Withdrawal Strategy
- Ensure Your Dependents Have Income After You’re Gone
- Help You Leave a Legacy & Pass On What You’ve Built
Investing With Purpose
The market is an efficient information-processing machine. Therefore, we try to avoid market timing with diversification. We go beyond daily news headlines and focus on your unique goals. We craft a purposeful investment plan to fit your needs and risk tolerance by using an assortment of investment strategies.
Using low-cost ETFs and mutual funds dictated from the premise of efficient markets.
Building a model with a set of parameters computed on asset price and technical analysis.
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*The fees associated with the financial planning services 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.