Small business owners must contend with the daily intricacies of building a successful business which leaves little opportunity to gain the larger perspective needed for managing it to the next level. For many, their businesses represent their financial future; yet, few have an integrated plan for converting their lifetime of work into a lifetime of income. That’s where Sovereign Wealth Advisors comes in.

Sovereign Wealth Advisors has been working with small business owners for three decades, helping them to realize their visions for business success and financial security. With our broad expertise in business planning, employee benefits planning, and qualified plan management, we work with business owners to identify, select, implement and manage optimal solutions for addressing both their business and personal needs, including:

  • Complete employee benefits packages to meet current needs while anticipating future growth
  • Fully compliant employer-sponsored retirement plans that allow for maximum contributions by employers and highly-compensated employees while benefiting all employees
  • Third party administration, reporting and guidance for efficiently managing your plans and fulfilling your fiduciary responsibilities
  • Business succession planning to ensure the continuation of your business in the event of the disability or premature death of a business partner or key employee
  • A fully integrated financial plan that incorporates your personal ambitions for building, protecting and preserving your wealth while maximizing your business opportunities.