Paul Dixon
Senior Vice President, Branch Operations Manager
pdixon@sovereigngrp.com
713-527-3400
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with an experienced, professional advisor who has a clear understanding of their needs.
Calculators
Stay on budget and make more informed decisions with our handy financial calculators.
Market Research
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Tax Resources
Find forms, explanations, and other tools to help you manage your taxes.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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