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Bringing Your Financial Legacy to Life

Planning Your Financial Legacy

At Sovereign Wealth Advisors we know that financial planning means more to you than simply taking care of business. Using your wealth for good now and when you are gone is a part of your long-term legacy. Legacy planning services focus on orchestrating the small details that need to come together to use your remaining funds and assets in the way you choose. Allow us to be your financial guide as you bring your legacy to life. 

Designing a Smooth and Effective Transfer

In order for your money and belongings to be used according to your desires, many particulars must be sorted-out ahead of time. We can help you to review existing wills and trusts, suggest insurance coverage to secure care for your loved ones, and estimate tax expenses associated with wealth transfer. In order for your legacy planning to be more impactful, we can provide you with many of our additional services, including:

  • Wealth Management 
  • Cash and Investment Management
  • Business Succession Planning 
  • Estate Planning

Start Planning Today

When you experience financial success, you feel an obligation to provide for and assist future generations. The legacy planning services we provide at Sovereign Wealth Advisors will ensure you can fulfill your financial responsibilities and continue to serve your dependants and your community in the way you have envisioned. Call us today at (713) 527-3400 to begin planning your financial legacy.

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