Financial Planning For Retirees & Working Professionals
Voyage Point is a fee-only, fiduciary advisor firm located in Arlington Heights, IL helping working professionals, families and those near or in retirement build better financial futures.
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You've Got Goals. You're Just Not Sure How to Get There.
See some of the questions on our clients' minds before they began working with us...
How can I enjoy life now and not worry about tomorrow?
We help you find the balance—so you don't have to choose between living now and building for later.
How do I get organized without making mistakes?
With accounts, investments, and taxes, it all adds up. We make your whole picture easy to understand.
How do I make sure I don't outlive my retirement savings?
Outliving your savings would be catastrophic. Achieve your ideal lifestyle with the assets you need.
How Voyage Point Supports You
We work for you and your best interest, not anyone elses. We combine fiduciary financial planning with disciplined investment management—customized to you.
Fiduciary Advice in Your Best Interest
As a fee-only fiduciary, we're legally held to the highest standard of care. That means no hidden agendas or products.
Everything Under One Roof
From retirement projections to estate planning to investment strategy, we handle the full picture.
We're With You as Life Evolves
Your plan shouldn't sit in a drawer. We stay involved, adjusting your strategy as your life, goals, and markets change.
Planning You Can Truly Trust
Voyage Point Wealth Management was founded on a simple idea—that you deserve an advisor who's genuinely on your side.
A Simple 3-Step Process
We work hard to make things easy on you. Just three simple steps, no pressure, and you'll have a clearer picture of where you stand before you commit to anything.
Step 1
Intro Meeting
We kick things off with a quick call to learn about where you are and where you want to be.
If it feels like a good fit, we'll take the next step together.
Step 2
Discovery Call
We go deeper—your goals, your concerns, your current financial picture.
This is where we really get to understand what a strong future looks like for you.
Step 3
Plan Review
We walk you through your personalized plan built around your life and goals.
You'll leave with a clear roadmap and the assurance to keep moving forward.
Hear It from the People We Work With
We measure success by whether our clients feel prepared, supported, and ready for whatever comes next.
“We came in with a lot of questions about retirement, and the team helped us create a clear plan.
It’s been reassuring to know we have guidance along the way.”
“They helped us organize our finances and finally feel confident about our retirement plans.
The process was simple and easy to understand.”
“We weren’t sure if we were on the right track with our goals, but their guidance gave us clarity and direction.
Now we feel more confident about our future and the decisions we’re making.”
“Working with them has made a big difference in how we think about our finances.
Everything feels much more organized and intentional.”
We're Ready When You Are, Book Your Free Assessment Today
It's a relaxed, no-commitment call—just a chance to talk through your goals, where you want to be, and whether we're the right fit for you.
Our calls are always stress and pressure free—guaranteed!
