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Second Opinion Services

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor - it is not uncommon. We believe that many investors would value a second opinion on your financial plan. Voyager has the expertise to guide you so you can be confident you have a strategic plan as you navigate the future.

We have created a complimentary second-opinion service. We will meet with you for a complimentary Discovery Meeting. If we both agree that we have a basis for working together, we will schedule and Investment Plan Meeting. Hopefully, we can confirm you are on track to fulfill your needs and achieve your goals. If needed, we will suggest ways in which we can help, including recommending another advisor if we are not a good fit for your current needs. Either way, you will receive a personalized analysis of your current financial situation.