Enjoying Retirement

Do you want to simplify and enhance your financial life so you can focus more on enjoying retirement?

Enjoying Retirement

 

Ralph and Susan retired 3 years ago. They are active, full of energy, and love to travel. They are living off their investable assets of $2.8 million and receive social security. Tired of managing their finances on their own, they want an advisor they can trust.  

 

Key concerns:

  • Ralph is worried about the financial security of Susan in the event something happens to him.

  • Susan wants to give back to the community but wants the confidence that they won't run out of money in retirement.

  • Both want to make sure their estate passes to their heirs the way they intend.

  • Paying for healthcare in retirement and making sure they have a plan.

 

Request Free Consultation

Ready to Think Big?

Let us help you create financial security.

FOLLOW US ON

  • Grey LinkedIn Icon
  • Grey Facebook Icon
  • YouTube

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018