Financial Planning Helps Married Physician Boost Peace of Mind [Case Study]
A married physician is planning to retire and prepare for the future of his three children with his spouse. Read the case study.
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Case Studies
We provide the best advice working with people aged 50 plus who have an investment portfolio of over $1 Million. Read the case studies below.
![Financial Planning Helps Married Physician Boost Peace of Mind [Case Study]](https://static.wixstatic.com/media/753bc4_ba1f95b5e1604a9689b4d9b86ac3fe47~mv2.jpg/v1/fill/w_839,h_630,fp_0.50_0.50,q_90,enc_auto/753bc4_ba1f95b5e1604a9689b4d9b86ac3fe47~mv2.jpg)
![Retirement Income Planning Helps Recently Retired Couple Maintain Financial Security [Case Study]](https://static.wixstatic.com/media/753bc4_ca5254b284a04b18a0a78cac74d0d39e~mv2.png/v1/fill/w_839,h_630,fp_0.50_0.50,q_95,enc_auto/753bc4_ca5254b284a04b18a0a78cac74d0d39e~mv2.png)
![How Covenant Wealth Advisors Helped a Couple in Their 60s Build a Plan for Retirement [Case Study]](https://static.wixstatic.com/media/753bc4_a5591c0bd7ab4f43948cc01872f840ae~mv2.png/v1/fill/w_839,h_630,fp_0.50_0.50,q_95,enc_auto/753bc4_a5591c0bd7ab4f43948cc01872f840ae~mv2.png)
Disclosure: Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed. Each client has their own unique set of circumstances so products and strategies may not by suitable for all people. Please consult with a qualified professional before implementing any strategy discussed herein. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms' investment advisory services.
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