Overview
Headquarters
Clearwater, Florida
Category
Comprehensive Wealth Management
Voege Financial Services, a Family Owned Practice located in Clearwater, FL, has been serving our clients for over 35 years. In an era when customer service is often relegated to calling toll free numbers and talking to strangers, we emphasize developing personal relationships. We offer Wealth Management Services, Retirement Planning, Insurance Solutions (Life, Health & Medicare Supplement) and Small Business Solutions (SIMPLE IRA’s, SEP IRA’s, 401k Plans & Group Health Insurance). The first step in “Financial Planning” is to assess your current situation. Where are you now? Where do you want to go? What resources do you have to work with (current assets, income, retirement savings, etc.)? The answers to these questions along with your Time Horizon (when do you need to get there) and Risk Tolerance (how comfortable are you with risk) enable us to start building the “How” part of a Plan. How can we help you achieve your financial goals? As Independent Financial Advisors, we offer a broad spectrum of investment products including, but not limited to, Mutual Funds, Annuities, Managed Accounts and Insurance Services. These tools enable us to help you develop a strategy to achieve your financial goals. As we prepare for retirement, we often face decisions that will impact the rest of our lives. It’s critical to make the right call. Regardless of the challenges you may face, there’s a good chance that, in our 35+ years of experience, we have dealt with a similar issue. We have helped hundreds of clients navigate major life decisions - and we can help you too. Please contact us to schedule an appointment for a complimentary, no-obligation consultation to explore how we can be of service. (727) 799-9200 (866) 265-8020 Securities by licensed Individuals Offered Through Investacorp, Inc. A Registered Broker/Dealer. Member FINRA, SIPC. Advisory Services Offered Through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm.
