Our firm provides help making well-informed decisions in the following areas:

INVESTMENTS:

Advisory Accounts Annuities
Mutual Funds -  Fixed
SEP (Simplified Employee Pension) -  Variable
Simple IRA -  Indexed
Roth and Traditional IRA 529 College Savings Plans
Coverdell Education IRA  


INSURANCE:

Life - Term Life, Whole Life     Health - Individual (Affordable Care Act)
        and Variable Life                 Small Group and Medicare
Long Term Care    Home, Auto and Umbrella Insurance
Disability Insurance    Business Insurance

 

WE ALSO OFFER ASSISTANCE IN:

Financial Planning                  College Funding
Advisory Services Tax Planning with Qualified Tax Professionals
Retirement Plans Estate Planning with Qualified Attorneys
-  401(k) and 403(b) Plans  
   

 

Your financial goals and insurance concerns are our business!



If you have any questions, let us know.  Please email or give us a call.
paul.scott@voyafa.com
(540) 891-9331