Individual Investors

Whether you’re just entering the workforce, mid-career, preparing to retire, or living in retirement, Envoy Financial is here to serve and support your retirement planning needs. Using your employer-sponsored retirement plan and individual investment accounts, we can help you determine and work toward your financial goals.

Choice: You have high quality investments available for your portfolio. Your investment choices include total universe no-load mutual funds from well recognized investment firms and faith-based options to match your personal priorities. Because our choices range from Vanguard to Victory, and American to Alliance Bernstein, our investment platform is called Envoy Choice.
Access: Our state-of-the-art system gives you 24-hour access to your “Future-Funded Ministry” account. In addition, there are helpful resources, videos, and other tools to help you grow in knowledge and confidence regarding planning for your “Future-Funded Ministry”.
Control: With Envoy Choice, you are in control of your investments. You can easily change your investment selections, research investment fund performance, rebalance your account, increase your contribution rate and modify your risk profile. Access your account 24/7 to manage your investments according to your preferences and priorities.

Use our online tools to help determine your risk tolerance, how much you need for retirement, budget for a loan, and much more.

Click here to login to your account.

For more assistance, contact our Service Team at (888) 879-1376, option 1, or by .

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