Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Voyage Partners Financial Strategies strives to provide all clients with customized financial plans based on their current situations and financial goals. Are you on course to get to where you want to go? We can show you the way. We service clients in Johnson City, Kingsport, Bristol and the surrounding Tri-cities area.
Are you prepared for the storms in your life? We all know they are unpredictable. What are your financial concerns? Our first priority is understanding what keeps you up at night. We want to learn about you, your family, your situation and have a crystal clear understanding of what your priorities are. Together we develop, implement, and monitor a plan that will adapt to your unique situation and whatever life throws your way.
Research shows that the average investor earns far less than the stock market.....
77% of pre retirees do not have a retirement income plan according to research.....
The cornerstone of the work we do at Voyage Partners Financial Strategies is our retirement income planning strategy
Co-Founder & CEO
We have received multiple People’s Choice Awards from the Johnson City Press for being voted:
A goal without a plan is simply a wish. Research shows that if you work with someone that holds you accountable your chance of success increases by up to 95%*
Whether you are counting the days until you retire or are already enjoying retirement, we focus on retirement income planning, social security maximization, and an investment strategy that simply makes sense. If you are like many, you want a sense of direction and assurance in your ability to meet your goals. If your retirement plan does not work, when do you want to know?
We understand what it means to be an entrepreneur because we have traveled the same path as you. We understand your concerns as well as some of the challenges you face. You understand the importance of planning and we can help you plan the future you envision.
How much time do you have to focus on your financial life? Your financial journey rarely goes as planned and you may need some help along the way. What if you had a map of resources available to help keep you focused on your destination. If you could see and monitor your progress towards your financial goals wouldn’t that be useful? Let us help you navigate your options better.
If your retirement plan does not work, when do you want to know?
Are your retirement funds still exposed to risk? How much risk?
Making the change from Risk to Protection
Has anyone ever tested your portfolio for its probability of success?
* The American Society of Training and Development Study Data
The People’s Choice Awards from the Johnson City Press are based on all votes received; these votes may or may not be from clients of the named advisors, may not be representative of any one client’s experience, and are not an indicator of the advisors' future performance. No fee has been paid by the advisors to participate in the survey.