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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.

Steve's Full Bio

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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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