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

Call (888) 320-7400 or click to get in touch.

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Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

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

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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