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Financial Independence Strategies for Your Success Independence The Professionals Behind the Plan
 

A Strong Foundation

At Covenant Wealth Strategies, we’re passionate about building client relationships on a firm foundation of trust, experience, and exceptional service—a fact that becomes evident as soon as you walk through our doors. Founded in 1999, we are an independent advisory firm which strives to fulfill the significance of our name through our personal approach to wealth management and our specialized, comprehensive financial plans. Our team of knowledgeable wealth advisors and service professionals leverages expertise across multiple disciplines and partners with you to develop a clear, actionable plan that helps you pursue what matters most.

We invite you to discover the value of personal, unbiased investment advice as we work with you to design Strategies for your Success.

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Helpful Content

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

 

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Rightsizing for Retirement

What does your home really cost?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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