Sovereign Financial Services

About Sovereign Financial Services

We are an independent, fee-only financial planning firm dedicated to helping clients and their families build a sustainable financial future. Fee-only simply means that you pay us for our services; this allows us to focus on the process of financial planning not on commissions from financial product sales. You can be assured of unbiased advice that is in your best interest.
We think the most important part of financial planning is an understanding of your unique circumstances. We therefore take the time to uncover your “money personality” (a set of attitudes about money that determines what influences your decisions), clarify your financial objectives, and evaluate the current state of your finances. We then formulate plans and strategies that best fit your needs.