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.
Helpful Content
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Building Your Legacy
A four-step framework for building a personal legacy.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Rightsizing for Retirement
What does your home really cost?
Retirement Redefined
Around the country, attitudes about retirement are shifting.