Are you driving toward retirement without a financial "GPS" guiding your tax and financial decision making?
FREE ONLINE CLASS - TUESDAY, DECEMBER 2ND at 6 PM EST
How Tax Planning Changes Through 4 Phases of Retirement
For investors with $1M + (excluding real estate), discover how to pay less taxes and plan for a more secure retirement.
Retirement Tax Planning Webinar
What You'll Learn By Attending the Webinar:
1
Tax Planning and Reduction Strategy
Identify the types of taxes you will face at various stages and how to potentially reduce your tax bill before and in retirement by over $100,000.
2
Social Security Timing Strategies
What the Social Security “tax trap” is and how you can avoid it and how taxes impact Social Security and Medicare.
3
Order of Account Withdrawals
Why tapping assets in the wrong order can trigger higher
Medicare premiums (and how to fix it).
4
Avoid Hidden Medicare Costs
Learn how to potentially avoid paying thousands of dollars extra per year hidden Medicare surtaxes.
5
Strategies to Better Manage After-tax Returns
Learn one of the most frequent mistakes we see individuals make when it comes to improving after-tax portfolio returns and maximizing wealth for heirs (spouse and children).
Why we created this online workshop:
If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.
Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.
We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.
Awards & Recognition
Top Financial Advisory Firms 2025* by Newsweek
Best-In-State Wealth Advisors 2025* by Forbes
#1 Fastest Growing Company 2020* by RichmondBizSense
Services offered by Covenant Wealth Advisors (CWA), a fee only financial planner and registered investment adviser with offices in Richmond, Reston, and Williamsburg, Va. Registration of an investment advisor does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results. By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from CWA. This agreement is not a condition to proceed forward. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place. If referenced, 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.
Awards and Recognition
Covenant Wealth Advisors was nominated by Newsweek/Plant-A-Insights Group in November of 2024 as one of America's Top Financial Advisory Firms for 2025. You may access the nomination methodology disclosure here and a list of financial advisory firms selected.
CWA was nominated for the Forbes Best-In-State Wealth Advisor 2025 ranking for Virginia in April of 2025. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here.
CWA was awarded the #1 fastest growing company by RichmondBizSense on October 8th, 2020 based on three year annual revenue growth ending December 31st, 2019. To qualify for the annual RVA 25, companies must be privately-held, headquartered in the Richmond region and able to submit financials for the last three full calendar years. Submissions were vetted by Henrico-based accounting firm Keiter.
Expertise.com voted Covenant Wealth Advisors as one of the best financial advisors in Williamsburg, VA and best financial advisors in Richmond, VA for 2025 last updated as of this disclosure on February 12th, 2025 based on their proprietary selection process.
CWA is a member of the Better Business Bureau. We compensate the BBB to be a member and our BBB rating is independently determined by the BBB.
CWA did not compensate any of the entities above for the awards or nominations. These award nominations were granted by organizations that are not CWA clients. However, CWA has compensated Newsweek/Plant-A Insights Group and Forbes/Shook Research for licensing and advertising of the nomination and compensated Expertise.com to advertise on their platform.
While we seek to minimize conflicts of interest, no registered investment adviser is conflict free and we advise all interested parties to request a list of potential conflicts of interest prior to engaging in a relationship.
Client retention rate is calculated by (total clients at end of period - new clients acquired during period)/total clients at start of period) x 100%.