Sovereign Retirement Group

Be Wise. Build Wealth. Live Well.

THE NEW RETIREMENT REALITY

  • Retirement is undoubtedly one of life's biggest transitions.
  • Today, 75 is the new 60, and 65 is the new 50.
  • Retirement is no longer the finish line. It’s the starting gate!
  • Retirement is a time to redefine yourself… A chance to pursue new passions and live with renewed purpose.
  • While working, you devoted two-thirds of your day to sleeping and work. In retirement, every day is Saturday.
A free ebook about retirement planning

Our Approach to Retirement Planning

A couple of people sitting at a table

At Sovereign Retirement Group, we believe the primary goal of any retirement plan is to facilitate our clients' desired outcomes. However, only 35% of Pre-Retirees and Retirees have a written plan in place to help them reach their goals. However retirement planning, life insurance planning, and will/ trust and estate planning need to be thought out in advance for the best chance of success.

Retirement Services by Retirement Experts

We help guide and provide education to our clients so they can make informed financial decisions. We specialize in serving the following public and private sector employees and employers:

  • K-12 Teachers /Administrators
  • College / University Personnel
  • Small Business Owners
  • State / Local / Federal Employees