Committed to those who’ve lost a spouse

Helping clients navigate after the loss of a partner

After working with widows for many years, Voyage Financial Partners knows that each person’s journey is unique to them. First and foremost, it’s important to get to know you and understand your situation. Then, together we map out a meaningful plan that is understandable and right for you. Tim is ready to help you answer these questions when the time is right:

  • Does your money align with what’s important to you?

    Once there is an understanding of your goals and current financial state, it’s time to make recommendations and create a plan for you. There are usually many paths to reaching your goals. I’ll help you discover the pros and cons of each and develop a comprehensive financial plan.

  • Are your investments in the right place?

    Understanding the risk you want to take helps ensure you’re comfortable with the investments you want to make. After that, constant monitoring, review and assessment provides the right information to stay the course or course-correct if needed.

  • Are there any adjustments to make to your portfolio?

    I’ll help make sure all of your accounts are in sync and handle the ongoing monitoring and adjustment required. 

  • What does retirement look like for you?

    An enjoyable and lasting retirement depends on having a stable income in retirement. After looking at your unique financial situation, a retirement plan can be designed to help you create an income you won’t outlive—one that maximizes the value of your assets and preserves your legacy.

  • Will your loved ones easily receive your money when you’re gone?

    Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs, a charity, or want to develop a business succession plan, strategies can be designed to accomplish these goals.

  • Are you paying the right amount of taxes?

    Taxes will always be a part of life, but reviewing your situation can help determine if strategies to reduce taxes would be helpful to you. Every dollar saved today can work for you in retirement.

  • Do you have the right insurance?

    People often talk about insurance as “protection,” but it’s really a form of risk management. It helps to ensure that, no matter what storms come with life, you have a safety net in place.

  • What’s the best plan for your Social Security?

    Choosing when and how to draw Social Security can be a tough decision. Exploring the possibilities can help you get the most from your hard-earned benefits.

  • How do you maximize retirement benefits?

    It can be difficult to know how your 401(k), defined benefit pension, and other retirement benefits will align with your other assets. It’s important to review what’s in place and see if all income streams will work together to support your goals.