Who is a Covenant Wealth Advisors Client?
Our typical client is someone age 50 plus who is concerned about retirement. In addition, you are likely a good fit if you:
Prefer to delegate to an expert so you can enjoy life.
Want to know your spouse will be in not just good, but great hands
Value having a personalized plan that covers your total financial life and not speculative trading that may or may not work.
Robert and Rebecca are empty-nesters who are ready to start focusing on retirement.
They are somewhat knowledgeable on financial matters, but they would rather just pay a pro to take care of it for them so they can focus on their passions.
They just need to find someone they can trust.
Susan and her husband, John, were married for 43 years. Unfortunately, he recently died of a sudden heart attack.
Now she is managing her finances for the first time in her life and feels lost.
She wants a trusted relationship with a financial advisor who can help her gain clarity and ensure financial security.
Rick is a high ranking executive for his company and time is his most valuable resource.
With such a high demand job, he wants to delegate as much as possible so he can spend his free time with his family and quality of life desires.
He wants a relationship with an advisor who has experience with executive compensation and high income earners.
Ralph and his wife Susan retired 8 years ago. They are active and full of energy.
Ralph currently manages the family finances but worries about what would happen to Susan's financial security if something were to happen to him.
They want to simplify work with a financial advisor to make sure he and Susan will be okay regardless of what the future might bring.
As a medical professional, you have a demanding role with a challenging work schedule.
We work with nurses and physicians who appreciate an advisor who understands their needs.
You'll Benefit From:
Liability and Risk Mitigation Strategies
Create a Plan for Retirement
Understand How to Reduce Your Income Taxes
Tax-Advantaged Savings and Investing
Schedule Your Free, No Obligation Consultation