Home | Covenant Planning

How much risk should I take in my portfolio?

Market fluctuation is normal, but that keeps many people up at night. Let us help you determine the acceptable amount of risk you are willing to accept and show you how to use that to develop a custom portfolio for your retirement dollars.

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When should I take Social Security?

This may be one of the biggest decisions in your retirement life. And if you get it wrong, you don’t have many options to fix it. Let one of our advisors help you determine when would be the best time to file for benefits and maximize your Social Security Income.

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What is a fiduciary?

You need someone in your corner, not just a salesperson. Learn how a fiduciary has your best interest in mind … all the time.

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How much is enough?

What would your life look like if you thought more about how much you could give away than you thought about how much income you need to live?

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Our Mission

To be a trusted and compassionate advocate to those

we serve as we explore and enhance their

financial, emotional, and spiritual prosperity

How much income do I need?

The basis of retirement is income, including Social Security. We can help you figure out how much you need to live your best retirement life.

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Will I outlive my money?

Helping people minimize their investment risk and maximize their investment returns is what we do best. Let our advisors help you match your investments to your retirement needs.

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What happens if I get sick?

Whether concerned over the expense of long-term care or understanding the best Medicare policy for you needs, our advisors can help you with key healthcare related questions.

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What will I owe in taxes?

Our process helps to evaluate the best course of action today to minimize your tax bill in the future.

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Who gets my assets when I die?

We work together with elder care specialists to develop an estate plan that best fits your needs. Pass on what you want, to whom you want, when you want it given.

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