Stephen Petty
Vice President, Wealth Advisor
spetty@sovereigngrp.com
713-527-3400
Steve designs strategies that address his clients’ specific needs. He has the background, insight and understanding to identify issues, develop comprehensive plans, address issues, implement, and monitor the plan, in order to pursue long term success.
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Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
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Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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