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When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can’t buy and death can’t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation.
Schedule a complimentary second opinion review of your investment portfolio and you will receive a copy of Rewirement: Rewiring The Way You Think About Retirement! by Jamie Hopkins. The book will be given at the review meeting.
Jamie is the Director of Retirement Research at Carson Wealth and a adjunct professor at the American College of Financial Services where he helped co-create the Retirement Income Certified Professional Designation (RICP®). Jamie has written about, and published, a variety of articles on retirement and is extremely passionate about the retirement security of Americans and believes that a better prepared public can enjoy a more secure and fulfilling retirement.
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As your trusted advisor and the host of Ted Talks Money, Ted DeLisi is wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. He leverages deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you. Money doesn’t have to be complicated. Ted listens, then develops an effective game plan with your personal goals in mind.
Connect with Sovereign Investment Group
104 Welton Way
Mooresville, NC 28117
Phone: (704) 508-4949
Mon-Fri: 8:00 AM – 4:30 PM
Live your life by design, not by default!
How has the financial industry evolved in the last 30 years?
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors.