Services

How We Work

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and help take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Brokerage Accounts
Retirement Plans
Managed Accounts
Traditional IRA
Income Distribution
College Plans
Roth IRA
Managed Accounts
Educational IRA
Fixed Annuities
Estate Plans
529 Plans
Variable Annuities
Life Insurance
Long Term Care

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

nick.depner@voyafa.com | (503) 517-9363