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.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Couples may be able to head off many of the problems in a marriage that money can cause.
The item most homeowners forget on their home improvement project checklist is insurance.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
For some, the social impact of investing is just as important as the return, perhaps more important.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A special needs trust helps care for a special needs child when you’re gone.
Do you have causes that you want to support with donations? Here are three tips.
Why are 401(k) plans, annuities, and IRAs so popular?
Even low inflation rates can pose a threat to investment returns.
Estate conservation is too important to put off. Do you have a smart exit strategy?