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.

Working in Retirement: New trend or same old story?
09/02/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
08/31/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
08/28/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
08/26/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
08/24/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

08/21/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

When was the last time you updated your will?
08/19/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Do you have a will? Is it updated?
08/17/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
08/14/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
08/12/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Address

941 West Morse Boulevard Suite 100
Winter Park, FL
32789

Telephone

+14076455804

Website

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