Jeff Peskin
Vice President, Wealth Advisor
jpeskin@sovereigngrp.com
713-527-3400
Together with my brother Marty, we offer our clients financial advice with integrity. We have a focus in retirement planning and education savings for individuals and small business owners. We design customized financial plans to handle our clients’ financial issues and individual needs.
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Market Research
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Tax Resources
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Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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