The firm does not hold itself out as financial planners although Todd Voit completed the CFP requirements in one year and earned the Certified Financial Planner designation. He also programmed most of the financial planning analysis in the program and has greatly modified and improved the analysis over time.

The firm will, at little or no charge to the client, perform certain financial planning functions such as retirement income schedules (most often), life insurance analysis (on occasion) and any estate planning type analysis unique to the client and performed by way of spreadsheets. The firm does not utilize a financial planning software program but instead works with the client’s attorney and CPA focusing directly on client needs.

For additional information, please contact Voit & Company, LLC at 800-727-8119 or email at info@voitcompany.com.

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