Our Services
Universities and hospitals and their employees rely on us for retirement planning and advice. We help HR professionals with the following questions:
- How do I make sure the retirement plan I am providing works for me and my employees?
- What is the best retirement plan setup for our organization?
- How can I provide competitive retirement benefits for myself and my employees?
- How can I help my employees get the information they need to increase their chances of success in retirement?
We help employees, retirees, and beneficiaries with the following questions:
- Have I saved enough to provide for my family during retirement?
- What actions can I take now to provide for my future retirement?
- Is there a way to reduce my taxable income during retirement?
- How do I turn my retirement savings into income and make it last?
- I am a beneficiary. What is the best way to distribute the retirement account I inherited?
- How do taxes work on the money I inherited?
- How do I leave a lasting legacy for my family and for charity?
*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.