The role of a CDFA® advisor is to guide both the client and lawyer, and assist them with understanding how the financial decisions made today will impact the client’s financial future. As a CDFA®, Randy is able to analyze pension and retirement plans, identify short-term and long-term effects of dividing property, along with providing innovative approaches to settling divorce cases.
"Financial disagreements are often a leading cause for divorce. If a couple cannot solve their financial challenges in their marriage, it is unlikely that they will be able to solve their pressing financial issues on their own during a divorce. It is important to seek unbiased, objective advice from a trusted advisor during challenging times, like a divorce," said Randy.
Randy has been providing comprehensive financial planning services for clients of Covenant Wealth Strategies for over seven years. In addition to his CDFA® designation, Randy is also a Certified Financial Planner® and a Retirement Income Certified Planner®. Randy is passionate about serving clients and working with them to create clarity, understanding and confidence regarding their financial goals and milestones in life.
If you are interested in speaking with Randy or another member of the team to learn more about how we can serve your financial planning and investment strategy needs, please Contact Us.
About Covenant Wealth Strategies
Covenant Wealth Strategies offers independent and comprehensive financial planning and investment strategies. As our clients’ most trusted advisor, the team at Covenant Wealth Strategies is a catalyst, striving to build financial security, see dreams fulfilled and create enduring legacies. Our clients’ success and well-being is our number one priority as we strive to put them in a position of strength to make educated decisions and achieve their goals.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. RICP® conferred by The American College.