Home
Our Team
About Us
About, Raymond James Financial, Inc.
Our Philosophy
Personal Financial Planning
What is a Financial Plan ?
Calculators
Access your account
Our Locations
Request Information
Blank_section
Event Calendar
Our free news service
Schedule an appointment

Our Philosophy


Our Philosophy

As an independent, family owned practice, our Raymond James financial advisors pride themselves on delivering integrated and unbiased advice for all of our clients' wealth management needs.

We are on your side

It is our independence that assures you will receive objective guidance while coordinating your financial planning and investment management advice. Since we are independent and have no product to “push”,  we focus on examining your needs, then, finding the solutions that can meet those needs.

In other words…we are your advocate.

All financial planning work is directly overseen by Charles “Chuck” L. Failla, CFP®. In addition to being the President of Sovereign Financial Group, Inc., Chuck is also a Registered Principal with Raymond James Financial Services, Inc.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chuck understands that most cases require a coordinated "team" approach to help ensure all aspects of a client's financial and estate planning needs are properly coordinated and continuously monitored. Chuck encourages clients to have their current advisors (estate lawyers, accountants, insurance professionals, etc...) liaison with us to be sure we are all working together toward the client's objectives.

Because of our independent structure, we are able to coordinate and deliver the full spectrum of personal financial services under one roof. This unbiased and holistic approach to financial planning and our adherence to the disciplined financial planning process assures we provide our clients with the tools they need to help reach their goals.

 



©2017 Sovereign Financial Group, Inc. All rights reserved.

Securities offered through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA/SIPC

Sovereign Financial Group, Inc is independent of Raymond James Financial Services, Inc.
http://www.raymondjames.com/privacy_security/privacy_notice.htm

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.
Raymond James is not responsible for the content of any website or the collection or use of information regarding any websites users and/or members.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, CFP ® (with plaque design) and CFP® (with flame design) in the U.S.,
which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.