Ted Talks Money

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

ONLINE: http://www.sigwm.com/

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!

Live Your Life By Design – Sovereign Investment Group

How has the financial industry evolved in the last 30 years?

How has the industry evolved in the past 30 years? – Sovereign Investment Group

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.