Let's plan your brighter future!
We start by documenting your goals and comparing them to your current portfolio. We use investment strategies designed to meet your risk tolerance and stand up against market volatility. You can count on unbiased recommendations and impartial guidance based directly on your specific needs, goals, and risk tolerance.
We are passionate about helping individuals and families with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. Our goal? To safeguard the dreams you have strived to achieve and the assets you have worked so hard to accumulate. We use investment strategies designed to meet your risk tolerance and hedge against market volatility.
Working as financial and retirement consultants, we believe in regular client communication and long-term relationships. We can best serve your needs by getting to know you and staying in touch to be promptly aware of any life changes. Changing needs often modify the way portfolios are structured, and we believe consistent contact with our clients is the best way to serve them.
Anna Maassel** attended Minnesota State University, Mankato for her undergraduate studies and received her Bachelor’s of Science Degree in 1999, graduating summa cum laude. Before joining Voyageur, she worked in sales and client relationship management. She also worked as a data consultant and software specialist analyzing and organizing complex information to provide insight and point to solutions for county-wide systems. Anna currently holds a Series 65 securities license with CoreCap Advisors, LLC., a registered investment advisor, and Michigan and Ohio Health and Life insurance licenses. She works as an Investment Advisor Representative with Odyssey Private Wealth, LLC, and a Retirement Planner with Voyageur Advisory Group. When she is not working, Anna enjoys boating, cooking, and spending time with her family.
Please contact us if you cannot find an answer to your question.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you, balanced by the level of risk you're comfortable taking.
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance, and estate planning.
We are excited to share that we partner with Voyageur Advisory Group in developing comprehensive retirement plans for individuals and families. We strive to develop a complete picture in your retirement plan, ensuring no holes or gaps exist. Voyageur prides themselves in providing legal, tax, insurance, and financial planning services for clients and families.
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Send me a message if you're interested in a conversation about your financial goals. I will get back to you soon to schedule a consultation.
1721 Indian Wood Circle, Maumee, Ohio 43537, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment
**Anna Maassel is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC, a registered investment advisor. Odyssey Private Wealth, LLC and CoreCap are separate and unaffiliated entities.
The information in this material is not intended as investment, tax or financial advice. Please consult with a licensed professional concerning specific information regarding your individual situation.
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