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Rightsizing for Retirement

What does your home really cost?

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Office: 480-385-2840

Fax: 480-385-2855

3930 East Ray Road

Suite 170

Phoenix, AZ 85044

Info@sovereignfinance.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Important Disclosure Information   

Information on this website is directed toward US residents only. Sovereign Investment Advisors, LLC (SIA) is registered as an investment adviser with the SEC. SIA only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SIA is a subsidiary of Sovereign Finance, LLC, and is affiliated with Sovereign Consulting, LLC, a wholly owned consulting firm of Sovereign Finance, LLC.

This website is a publication of FMG Suite. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. 

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

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For a copy of SIA’s current written disclosure brochure to include but not limited to the new Form CRS and Privacy Notice please click Here  and/or Investment Advisory Firm Summary. Moreover, for background details concerning your individual investment adviser click this hyperlink Investment Adviser Public Disclosure.