Sovereign Financial Group, Inc

For affluent investors, building a comprehensive financial strategy means delving deeper than basic topics. Advanced topics—like managing cash flow, diversifying portfolios across traditional and alternative investments, understanding the true cost of capital, optimizing credit and leverage, and using debt strategically—can offer a significant edge in your wealth planning.

I was thrilled to chat with InvestmentNews’ Andrew Cohen about #EstatePlanning. Many thanks, Andrew, for including my $0.02 🙏 [Link to the full article in the comments]

Wishing you a joyful Passover filled with renewal, hope, and freedom. As we reflect on new beginnings, may this season inspire you and your loved ones to embrace the opportunities that lie ahead. Happy Passover!

Balancing financial priorities as part of the "sandwich generation" can feel overwhelming, but a strategic approach can help. Regular financial check-ins can help ensure you're staying on track while managing competing responsibilities. Working with a financial advisor can provide clarity, helping you create a plan that supports both your loved ones and your future.

We believe your financial plan should be as unique as your vision for the future. Every recommendation we make is tailored to what matters most—whether that’s planning for retirement, growing your wealth, or reaching important milestones. Take a moment today to review your financial priorities and reflect on whether your strategy truly supports your aspirations.

What a great way to kick off 2 days of LIVE coverage of Envestnet’s #ENVelevate ‘25! My first guest is Matthew Jarvis (The Perfect RIA). He had some great insights about: 👉 “Should Commonwealth advisors “Take the Check?”

In today’s noisy financial world, money talks—but we listen. With endless market chatter and shifting trends, our experience helps you separate the valuable signals from the background noise. We're here as your resource, ready to translate complex financial language into clear, actionable insights that can help support your goals.

Next stop for goRIA.com …….. Envestnet’s Elevate Conference in #Vegas 🙌🙌🙌 Follow my 2 days of LIVE coverage April 9th & 10th by following any of InvestmentNews’ social media channels.

True wealth isn’t just passed down—it’s taught. Building a legacy means equipping the next generation with the knowledge and responsibility to manage it well. Start the conversation early: ✔ Introduce financial education at a young age ✔ Share your wealth philosophy and values ✔ Involve your heirs in structured family financial discussions Are you incorporating the next generation into your wealth planning?

Running a business means wearing many hats— the challenge of planning for retirement on your own, managing rising healthcare costs and irregular income, and finding it difficult to take time off when you're the one steering the ship. A financial professional can help with a comprehensive retirement plan. With the right guidance, retirement planning can offer great confidence and reassurance.