Broker Check

War historians say that battles are not won and lost in the field, but in the planning. Do you have a plan for financial freedom?  We can start by taking a Retirement Snapshot, a complimentary service for all Voya Plan Participates by completing this "workbook"  or you can go to the contact page to get started.


PLAN to R.E.T.I.R.E.

You can also utilize our R.E.T.I.R.E. program with a series of more detailed meetings designed to create a battle plan for your financial independence.

R-1: Retirement Goals

E-2: Earnings & Spending: Cash Flow analysis.

T-3: Time Horizons

I-4: Income Tax

R-5: Risk Tolerance & Investment Strategy

E-6: Estate Planning

The cost is $750 up front & $750 when completed.  You will receive one on one meetings, a financial plan & a personalized website to track progress.   For more information, please click here.

*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.