Client Resources

We are determined to help make your financial planning experience simple and hassle free. For your convenience, we offer a wide range of investment educational tools, articles, client and account related forms, and account access. Take advantage of our easy to use electronic client resources and experience the simplicity of working with us.


Appointment Agenda Checklist for Prospective Clients

Appointment Agenda Checklist Fillable (for existing clients)

Client Quick Setup Guide for Cash Edge

NetXInvestor e-delivery Authorization

John Hancock Emergency Checklist


CIRStatements – (Account Access: Direct Companies, Pershing, and External Accounts via Cash Edge/All Data Advisor)

NetXInvestor – (Pershing statements, confirmations, and correspondence)


IRS Website

CNBC website (Social Security Website)

Social Security Benefit Calculator

Social Security Retirement Questions FAQ

Contact the major credit bureaus directly at:

Equifax (800)685-1111

Experian (888)397-3742

TransUnion (800)916-8800

Federal Trade Commission (FTC):  The FTC provides useful information to identity theft victims and maintains a database of identity theft cases for use by law enforcement agencies.  File a report with the FTC by calling  (877)438-4338 or online at

PA Unclaimed Property

National DO NOT CALL Registry

Educational Videos/Brochures:

Transamerica Caregiver Guide

Preventing Identity Theft

Preventing Fraud

Preventing Social Media Fraud

Long Term Care Video

Variable Annuity Video

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Financial Voyages, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.