A Great Team Working Together For You

Providing business, estate, and financial services including business succession, employee benefits, estate, retirement, and private wealth management.

The Voss Group is a financial services firm founded by an individual that has a strong focus on the planning process and a belief that a team approach provides the greatest value to you, our clients. We work as a team alongside your other advisors to develop plans and strategies regarding business transition, retirement, risk mitigation, wealth management, and efficient estate transfer. Leveraging our more than 100 years of collective financial services experience enables us to fulfill our promise to take on clients for life - and to devices well-crafted, contemporary plans to meet or exceed your expectations.

We help our business clients remain competitive and by providing comprehensive guidance in the areas of risk and wealth management while accommodating the personal financial needs of the employees and families that drive their success. Our team serves as a valued resource for our clients by analyzing current plans, as well as offering group benefits in the areas of health insurance, retirement, and other insurance products, such as life, LTC, and disability income protection. From starting a family to building a business to planning for retirement, we work to help you reach your personal and business goals throughout every stage of life.