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.
It's important to understand the pros and cons when considering a prepaid debit card.
The item most homeowners forget on their home improvement project checklist is insurance.
Ascertaining the value of your business is important for a variety of reasons.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are ways to improve your physical fitness without denting your fiscal fitness.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn how to harness the power of compound interest for your investments.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.