W.J. Voege Financial Services, Inc.
Voege Financial Services is a Family Owned Practice that has been serving our clients for over 35 years. We are located in Clearwater, FL.
Here’s a short list of the services we offer:
- Wealth Management
- Retirement Planning
- Insurance Solutions (Life, Health & Medicare Supplement)
- Small Business Solutions (SIMPLE & SEP IRA’s, 401(k)s, Group Health Insurance)
The First Step in “Financial Planning”
No two clients are exactly alike and there is no “One Size Fits All” solution for every problem. Every situation presents its own unique set of challenges. So the first step in “Financial Planning” is to assess your current situation. Where are you now? Where do you want to go? What resources do you have to work with (current assets, income, retirement savings, etc.)? The answers to these questions along with your Time Horizon(how soon do you need to get there) and Risk Tolerance(how comfortable are you with risk) enable us to start putting together the “How” part of a Plan. How can we help you achieve your financial goals?
What does it mean to be “Independent”?
At Voege Financial, we are Independent Registered Representatives licensed through United Planners Financial Services a registered Broker/Dealer, which in turn is licensed by the U.S. Securities and Exchange Commission (SEC)and the Self-Regulatory Organizations (SRO) of Financial Industry Regulatory Authority (FINRA). United Planners is also a Member of the SIPC.
Tools of the Trade
Being Independent means we can offer a variety of investment or insurance products from numerous reputable financial institutions. United Planners affords us access to a broad spectrum of investment products including, but not limited to, Mutual Funds, Annuities, Managed Accounts and Insurance Services. These are the “Tools of the Trade” at our disposal as we work with you to develop a strategy to help you achieve your financial goals. We choose to work only with financial institutions that have a long history of exceptional performance, integrity and stability. They are household names that most would recognize. We are not given “Marching Orders” or told what types of solutions to offer, nor are we limited to proprietary products offered by a single company. We won’t try to fit a square peg into a round hole. In short, as Independent Registered Representatives, we have the freedom to choose from solutions that best meet the needs of you - our client.
Put Experience on Your Side
Over the course of a lifetime we all face important decisions that will impact the rest of our lives. It is critical that we make the right call. However, many of the challenges you will face are literally Once-in-a-Lifetime decisions. You’ve never had to deal with them before and you might never have to again. You could be dealing with complex issues involving significant sums of money that involve completing a mountain of forms and paperwork that are totally foreign to you. A wrong decision could have disastrous consequences.
Regardless of what you are facing, there’s a good chance that in our 35+ years of experience, we have dealt with a similar issue in the past. We have helped literally hundreds of clients successfully navigate the major decisions they faced. And we can help you too. Please feel free to contact us to schedule an appointment for a complimentary, no-obligation consultation to explore how we can be of service.
Family Owned but not Mom & Pop
Voege Financial Services is a family owned business. In a world where customer service is frequently relegated to calling toll free numbers and talking with strangers, we place an emphasis developing personal relationships. We consider our clients a part of our extended family. Wally Voege is the founder of our practice. Wally has been an Independent Registered Representative since the 1970’s. He was past President of the Pinellas County Estate Planning Council and a former Pinellas County School Board Member. Wally’s daughter, Christine Halchak, joined the practice in 2000 and has recently succeeded him as owner of the firm. Just as a fundamental aspect of wealth management is planning for the next generation and a basic element of business management is transitional planning, Voege Financial has a business continuation plan in place too. Whether you need us today or tomorrow, we’ll be here.
Family Oriented. Personal Service. Experience. Stability. Independent. At Voege Financial, you’ll get the personalized service you deserve.
Call or email us today to see how we can be of service you.