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At Sovereign Financial Group, LLC, we offer a variety of products and services for our clients. Visit our Products page for a full list of our offerings.

Some of the extra services we provide include:

Keep Your House in Order Documents

  • We will help you sort through the documents that will help you and your family have peace of mind if an unexpected event arises. 

Eldercare Checklist

  • The Eldercare Checklist provides a list of topics to consider later in life. We will guide you through these topics and make it less overwhelming.

Resources for:

  • Tax Planning & Preparation
  • Medicare
  • Wills & Legal Documents