Our Driving Force
At Sovereign Investment Group, we are partnered with LPL Financial and Integrated Financial Group to offer the very best for our clients.
About LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com.
* As reported in Financial Planning magazine 1996-2014, based on total revenues.
About Integrated Financial Group
Its's been said that two heads are better than one.
As one of the nation's largest independent financial planning consortiums, Integrated Financial Group's network of LPL Financial Advisors and their firms provide practical, conflict-free advice and strategies for today's complex financial climate. With over 40 consortium members independently owning investment firms across 7 States, we form a diverse and highly qualified group of professionals delivering customized services including: Retirement Income Generation using the Income for Life Model™, time-tested investment strategies, tax reduction strategies, risk management and estate planning. At Integrated Financial Group, you can get confident with a comprehensive financial plan in place designed to monitor and pursue your financial goals. Through our unique consortium approach - backed by the collective expertise of the brain trust - we focus on you and your financial vision, providing clear directions to help guide you on your financial journey.
At Integrated Financial Group, we've "been there, done that."
Today's world is moving fast. Experts, it seems, are everywhere. When you choose to work with an Integrated Financial Group advisor, you get connected with a culture of battle-tested professionals. We've "been there, done that" through good and bad economies, and market crashes. We employ a comprehensive, 6 step planning and implementation process to help guide you towards a reliable, sustainable retirement income. get connected with The Brain Trust and start laying the foundation for your lifetime financial vision today.
We'll be with you every step of the way.
We want to take the mystery out of saving and investing your hard-earned money. By developing a customized and comprehensive financial plan, we believe your lifetime vision can be achieved. Combined, The Brain Trust shares the knowledge of over 800 years' experience and 100-plus degrees and accreditation. We understand what you're up against, and we are here to help you plan for it.
For more information about Integrated Financial Group, visit www.TheBrainTrust.net.