Our Services

We serve individuals and small businesses in all areas of insurance and financial management, including: 

  • Medicare Planning
    We will help review timing of when to apply for Social Security. We will also review Medicare supplements and prescription cards to find the best plan for you.

  • Insurance Planning
    We will review existing life and health insurance policies, recommending policy changes when appropriate, and find the best policy for you.

  • Employee and Executive benefits
    Our agents can help your business attract and retain qualified employees through benefit packages. We can help build a benefit package specifically tailored for your business needs.

  • Retirement planning
    Retirement planning for individuals and businesses is important and we can help you make the most of your employer-sponsored retirement plans and IRAs. We can determine how much you need to retire comfortably, managing assets before and during retirement.

  • Estate Planning*
    Insurance Services can help with strategies to preserve your estate for your intended heirs by potentially reducing exposure to estate taxes and probate costs. We can coordinate with your tax and legal advisors and walk you through a step-by-step process that is designed to make you feel confident in your decisions.

​*Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.