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.