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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

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

 

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

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

Federal Income Tax

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Coaches

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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