Financial planner Sovereign Financial Group, LLC 801 Hoffman Rd #112, Green Bay, WI 54301

Sovereign Financial Group, LLC is a trusted financial planning firm located in Green Bay, WI. Specializing in a range of financial services, they are dedicated to helping clients achieve their financial goals through personalized planning and expert guidance. Whether you are looking for assistance with retirement planning, investment strategies, or overall financial management, Sovereign Financial Group is here to help. To learn more about their services or to schedule a consultation, call (920) 964-4363 or visit their website at www.sovereignfinancial.org.

Services Offered

Comprehensive Financial Planning
Retirement Planning
Investment Management
Tax Planning
Estate Planning

How Engagements Work

At Sovereign Financial Group, consultations are designed to assess your financial situation and help you identify your goals. During your first meeting, a financial planner will discuss your current finances, future aspirations, and any concerns you may have. Based on this discussion, they will develop a tailored financial plan to meet your needs.

Documents to Bring

For your consultation, it is helpful to bring the following documents:

Recent tax returns
Bank and investment account statements
Retirement account information
Insurance policies
Any estate planning documents

Location & Directions

Sovereign Financial Group is conveniently located at 801 Hoffman Rd #112, Green Bay, WI 54301. For directions, you can use Google Maps.

Frequently Asked Questions

What is a financial planner?A financial planner helps individuals manage their finances, including budgeting, investments, and retirement planning.
How do I choose a financial planner?Consider their experience, services offered, and whether they align with your financial goals and values.
What should I expect in my first meeting?Your first meeting will involve discussing your current financial situation, goals, and any questions you may have.
How are fees structured for financial planning services?Fees can vary; some planners charge hourly rates, while others may charge a flat fee or a percentage of assets managed.
Can a financial planner help with tax planning?Yes, many financial planners offer tax planning services to help you minimize your tax liabilities.
Is financial planning only for wealthy individuals?No, financial planning is beneficial for individuals at all income levels.
How often should I meet with my financial planner?Meeting frequency can vary based on your needs; typically, annual reviews are recommended.
What if I have specific financial goals in mind?Discuss your specific goals with your planner, who can tailor a plan to help you achieve them.

Informational only — not legal, financial, or insurance advice.

Financial planner Sovereign Financial Group, LLC
801 Hoffman Rd #112, Green Bay, WI 54301
(920) 964-4363
http://www.sovereignfinancial.org/

Rating 5.0 of 1 reviews
Directions
Others Nearby
CPA Financial Advisor in Green Bay Wisconsin