Ready to Retire
Whether due to health concerns or the conclusion of a long and successful career, you’re ready to embrace life’s next chapter.
This solution is designed for advisors planning to transition into retirement within two years or less. Voyager offers a personalized succession strategy to help you smoothly exit your practice while preserving its value and ensuring your clients continue to receive trusted guidance. We work closely with you to create a seamless transition that honors your legacy, supports your clients, and provides peace of mind as you move into retirement.
Glidepath Solutions for Advisors
For advisors planning to retire within 2 to 10 years, Voyager’s Glidepath program offers a structured approach to easing into retirement while enhancing your client experience.
By joining our team, you’ll enjoy a smoother transition with access to specialist expertise, turnkey marketing, and streamlined operations. This solution provides a more robust and supportive working environment than what a solo practitioner or small team could achieve alone, allowing you to focus on managing clients as you prepare for a well-earned retirement.
Turnkey Solutions for Solo Advisors
Voyager offers a seamless turnkey solution for solo practitioners or teams looking to transition from their current broker/dealer and elevate their practice.
By joining Voyager, you can:
- Avoid the hassle of creating your own brand or securing real estate.
- Leverage Voyager’s established infrastructure for scalability and specialist expertise.
- Focus entirely on what you do best—serving your clients—while we handle the operational details.
- Gain long-term support and the benefits of an enduring partnership, ensuring continuity and growth.
Streamline your transition and enjoy the freedom to prioritize your clients without the burden of running every aspect of the business.
