Our Services

Governmental employers, universities, and hospitals and their employees rely on us for retirement planning and advice. 

We help HR teams and business owners 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.