Planning For Your
Sovereign Financial is a Registered Investment Advisor that provides financial planning and investment management services to families, businesses and organizations.
Expertise & Experience
You Can Rely On
Over the years we have experienced numerous financial situations, each with their own unique circumstances and goals. Our expertise lies in tailoring the appropriate plan to meet your specific needs with ongoing investment management in an honest, friendly way.
Areas We Can Help With
Our disciplined approach begins by fully understanding every detail of your unique financial situation as well as your expectations, needs, wants and goals.
Through the discovery process, we come to understand the big picture of your financial situation and begin to map out a long-term action plan to take you where you want to go.
After determining your goals for the retirement you envision, we map out a comprehensive plan to your financially secure and comfortable future.
The plan is reviewed and visited annually for updates and changes so that the plan grows with you and your goals.
Divorce Financial Analysis
We help determine the short-term and long-term financial impact of a proposed divorce settlement then offer valuable insight into the pros and cons of various scenarios.
We’ll help you to avoid the common financial pitfalls of divorce through personalized reports and graphs illustrating the financial status, cash flow, and net worth of both parties.
Learn about Insurance and the role it plays in your financial plan. Using top carriers to help our clients, we find the right coverage for life, health, home and auto coverage.
As a fiduciary we offer the service to ensure our clients have enough coverage at the most reasonable prices.
More than two-thirds of women feel their advisor does not understand them or is not interested in them. Yet more and more women have financial control in the household.
Melissa specifically caters to the needs of women, understanding common financial questions and concerns, making the conversation and planning truly collaborative.
Are You Getting The BestFrom Your Existing Portfolio?
If you’re worried about your existing plan, or just don’t know if it’s working for you, come and get some free and impartial advice from us today.