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Services We Provide

Financial Management

We will help determine your asset-allocation needs, help you understand your risk tolerance and recommend the appropriate investment vehicles to help you reach your goals. You will pay for financial expertise, not someone to sell you products.

Estate Planning

It’s important to make sure that any remaining assets you’ve worked so hard for go to your beneficiaries instead of taxes. By working collaboratively with our Estate Planning & Elder Law Attorneys.

Tax Management

We emphasize developing tax-efficient strategies and looking for ways to help reduce your current and future tax burden. Qualified tax specialists are right here in our office, and work as a team with our wealth advisors and attorneys to minimize your taxes owed.

Life Insurance

No matter the type of policy needed, Covenant Planning specializes in finding or creating the best coverage plans for each and every client’s needs. We work to help our clients move on with their lives the best way possible while knowing that they are in good hands. Call us today to schedule an appointment with one of our experts and let us take some stress out of your life.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (937) 496-5650