Elisia Pearson
Senior Vice President, Wealth Advisor
epearson@sovereigngrp.com
713-527-3400
I am committed to helping my clients address their financial goals. I assist clients with building, preserving, and transferring their wealth in a tax efficient manner. I can help you evaluate your situation and develop strategies tailored to your individual goals and objectives.
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Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
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When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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