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SEE IF YOU'RE A FIT

Retirement Videos

I'm a CFP® Professional: 5 Costly Mistakes Single Retirees with 2M+ Make

22:25

The Best Month to Convert to a Roth (The Mistake $2M+ Savers Make)

16:45

Retiring at 60 With 3M: 3 Moves We Tested and 1 Didn't Help

16:09

5 Things I'd Tell You at 60 After 24 Years Advising Retirees

13:58

Don't Make These 5 Retirement Mistakes If You Have $2 Million to $10 Million

18:35

Have $2M? Sell These 5 Things Before You Retire

19:45

Is a Paid Off Home Worth It in Retirement? The Real Math for 2M to 10M

18:41

What Steve Jobs Can Teach You About Retirement Planning

16:25

The Widow Tax Trap: Why Your Taxes Could Jump 36% After A Death

20:24

Social Security at 62 vs 67 vs 70: The Real Math for a $3M Couple

20:59

5 Retirement Tax Strategies (Don’t Let Taxes Drain Your 2M to 10M Portfolio)

16:05

9 Reasons NOT to Convert to a Roth in Retirement When You Have $2M

18:39

5 Retirement Regrets I Hear Most (4 Aren’t About Your Portfolio)

13:04

Is Working One More Year Until Retirement a Mistake? The Real Math for $2.5M Savers

15:45

You're Not Ready to Retire Until You Pass These 5 Tests

15:48

7 Retirement Expenses that Cost More Than You Think

13:04

5 Ways to Increase Your Social Security Benefit (For High Earners)

12:56

Your Retirement Portfolio Return Assumptions Are Too High - Do This Instead

13:50

How Social Security Is Taxed: The Provisional Income Trap Most Retirees Miss

15:02

Roth Last, Taxable First: That Old Advice Could Backfire at 73

15:13

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CONTACT US

Email: info@mycwa.com

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Mon - Friday: 08:30 AM - 05:00 PM

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

RICHMOND VA LOCATION

8001 Franklin Farms Drive

RM 208

Richmond, VA 23229

RESTON VA LOCATION

1768 Business Center Drive

Suite 120

Reston, VA 20190

Disclosures:

Covenant Wealth Advisors (CWA) is a d/b/a of Fonville Wealth Management LLC, an SEC-registered investment adviser with offices in Richmond, Reston, and Williamsburg, Virginia. Registration does not imply a certain level of skill or training. Information on this website is educational and is not investment, tax, or legal advice; advice is provided only to clients under a signed client service agreement. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Awards and rankings are not indicative of future performance or of any client's experience; required disclosures appear with each award, and full methodology is available in our Award Disclosures. 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.

*Free Strategy Session and Consultation:

No Monetary Cost
Our Strategy Session is provided at no monetary cost to you, and you are under no obligation to purchase any products or services.

Information Exchange
To request this Strategy Session, you must provide your contact information (name, email address, and phone number). By requesting this free session, you acknowledge that you are exchanging your contact information for the assessment and registering for our weekly newsletter offered at no monetary cost to you.

Assessment Process
Initial Consultation: We will schedule a meeting to discuss, document, and prioritize your retirement goals and concerns. During the conversation we may discuss strategies to consider in the areas of investment management, tax planning, and retirement income planning. Should you decide to become a paying client, we will design, build and implement a financial plan to help you to and through retirement.

No Obligation
You are not required to provide the additional financial information, meet with us beyond the initial consultation, or engage our services. You may discontinue the process or opt out of future communications at any time. You understand that by not providing information prohibits us from providing a thorough analysis.

Educational Nature
This Strategy Session is educational and analytical in nature. It does not constitute personalized investment advice or a recommendation to take any specific action. No advisory relationship is formed as a result of participating in this session. Any investment advice or implementation of strategies would only be provided after you formally engage us as a client through execution of a client service agreement.

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