Committed to those who’ve lost a spouse
The ‘why’ behind
Voyage Financial Partners is personal
Tim’s Story:
When my father passed away many years ago, my mom came to me and wanted to know what a stock and mutual fund were. My father had been her confidant, sounding board, and someone who understood money very well. Now, she found herself handling her money for the first time without him.
Although she never imagined herself on this journey, she learned that with a little bit of guidance and an understanding ear, she could learn how to handle this perceived dragon at the door: her personal finances. Now years later, this one-time dragon is now just a little lizard looking for shade on a hot summer day.
You can face your dragon too. All you need is a little help, that is where we come in.
Our goal is to listen and be that guiding hand to widows who find themselves in similar situations. We have designed this website to give you access to many tools and resources that widows in the past have found helpful. If you would rather just call or email our office, we will gladly help in any way possible.
-Tim Hudson, Guiding Partner, 16 years
Shannon’s Story:
I am a dedicated business professional with a background in energy and legal services, yet the financial investment field always peaked my interest. I consider myself a well-organized individual that often seeks new challenges and the responsibilities that come with it.
My past business experiences and natural communication ability falls into place with a roll at Voyage Financial Partners. This allows me to engage with clients on a personal level and to assist them with managing their current financial lives, as well as their future.
All of this, coupled with the desire to travel, allows my husband and I to visit our adult children while enjoying the many stops along the way. The beach, a new restaurant, and lending a hand will always get my free time of course.
-Shannon Elliott, Client Support
Wherever you are in life, Voyage Financial Partners would be happy to talk with you to understand your specific needs and determine if we are a good fit for you
Schedule a complimentary conversation here.
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Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Voyage Financial Partners and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. Voyage Financial Partners is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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