Steve McHale, CFP®
Senior Vice President, Wealth Advisor
smchale@sovereigngrp.com
713-527-3442
Steve’s experience includes providing financial advice and services to small and mid-size companies, as well as investment management for individuals and families.
Calculators
Stay on budget and make more informed decisions with our handy financial calculators.
Market Research
Keep up-to-date on the latest trends, forecasts, and insights from LPL Research .
Tax Resources
Find forms, explanations, and other tools to help you manage your taxes.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Learn More
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Learn More
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Learn More