Angie's List is now Angi. Learn more

JJ Truman- Financial Advisor

Founded 1985 • With Angi since April 2014

N/A
Financial Planning

Description

Financial advisory services that provide a holistic strategies to help people take advantage of the many opportunities that exist....

Other local Pros in your area

Upper Left Wealth Management

UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.  

SOVEREIGN WEALTH MANAGEMENT

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

Offers by SOVEREIGN WEALTH MANAGEMENT on Angi

Verified Reviews

This pro does not have any ratings or reviews.

Have you hired JJ Truman- Financial Advisor? Be the first to share your experience and help other people looking to hire this Pro.

Write a review

Services Offered

Investment advisory, and efficiency, insurance planning, financial planning.

Services Not Offered

Ask for details

General Information
Free Estimates
Ask for Details
Eco-Friendly Accreditations
No
Payment Options
Check
Senior Discount
No
Warranties
Ask for details