PROTECTION AND RISK MANAGEMENT

Are you on track to reach your savings goal? The financial services offered by representatives at Sovereign Financial Group begins with an in-depth evaluation of your current situation. Once we've established your overall objectives and concerns, we'll focus on how best to implement solutions to help you pursue your goals. Some of the services we offer include:

 

Retirement Planning Risk Management
Estate Planning Strategies 1 Cash Management
Tax Strategies 2 *Investments 

RETIREMENT PLANNING

We provide full services for qualified retirement plans. If your business sponsors a qualified plan, we can deliver plan design and administration. Are you retired or thinking about retirement? Our associates can help you determine how to best receive your retirement benefits, as well as advise you on how to invest those assets to help protect your financial well-being.

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ESTATE PLANNING STRATEGIES1

At Sovereign Financial Group, we understand that for most individuals, their estate is worth more than just money. A family business, a cabin in the mountains or a prized collection, full of memories, rich with family history and all a part of a legacy. We can suggest strategies that can help you satisfy your desires to pass along specific assets to certain individuals, making sure each family beneficiary is treated fairly and equally. 

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1Legal advice is not provided.  Please seek advice from an independent professional advisor before implementing any strategies to assess how they may affect your individual situation.

 

TAX STRATEGIES2

If you receive a distribution from a qualified retirement plan, such as a 401 (k), you need to consider whether to pay taxes now or to roll over the account to another tax-deferred plan. A correctly implemented rollover can avoid current taxes and allow the funds to continue accumulating tax deferred.

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2Tax advice is not provided.  Please seek advice from an independent professional advisor before implementing any strategies to assess how they may affect your individual situation.

 

RISK MANAGEMENT 

You and your co-owners have built a successful business, what would happen to the business if you or a co-owner should die or become permanently disabled?  Your business succcess depends on the expertise of a few key employees. How do you reward and retain people who are essential to keeping your business successful? 

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CASH MANAGEMENT

For the vast majority of people, it is essential to keep a portion of their assets in liquid form in order to meet monthly commitments. By actively managing the short-term cash that passes through your hands, you can provide a means of saving for the future. There are numerous alternatives available to enable you to get your short-term cash working for you. The key to successfully managing your short-term cash lies in understanding the alternatives and the one most appropriate to your particular needs and circumstances.

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*INVESTMENT

We recognize the commitment and responsibility we undertake when providing investment advice. By listening closely to your needs, we deliver high quality investment services that correspond to your objectives. A wide range of investment objectives can be pursued through the use of various investment vehicles, diversification and asset allocation. 

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Check the background of Ameritas Investment Corp. or this investment professional on FINRA's BrokerCheck