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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
There are four very good reasons to start investing. Do you know what they are?
One of the most common questions people ask about Social Security is when they should start taking benefits.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here is a quick history of the Federal Reserve and an overview of what it does.