Sovereign Retirement Solutions

Sovereign Retirement Solutions Our mission at Sovereign is simple – build you a retirement plan that works harder for you. a Florida Registered Investment Advisor.

We believe that our relationship with you is a long-term partnership. To be successful, we’ll need to collaborate on everything from determining your goals to implementing the plans that will get you there. Because the relationship is so important, we believe in ensuring we are aligned from the beginning. That’s why we’re very clear about our process, and about each of our roles.

941 West Morse

Boulevard | Suite 100 | Winter Park, FL 32789

Investment Advisory Services offered through Portfolio Medics LLC. Sovereign Retirement Solutions and Portfolio Medics LLC are independent of each other.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
06/03/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
06/01/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

Considering a vacation home? 5 questions to determine if you’re ready.
05/29/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
05/27/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
05/25/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Worried that inflation may rise in the years ahead? You’re not alone.
05/22/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how cont...
05/20/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Have you used a junk-drawer approach to manage your investments?
05/18/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
05/15/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
05/13/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

Address

941 West Morse Boulevard Suite 100
Winter Park, FL
32789

Telephone

+14076455804

Website

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