How Do I Know If I'm a Good Fit?
We provide the best advice when we serve clients with similar characteristics. Our typical clients are:
Individuals age 50 plus who are within 10 years of retirement or currently retired.
Disciplined savers who have a built a retirement "nest egg" that exceeds $1 million or more.
People who prefer to delegate retirement planning and investment management responsibilities to an expert so they can spend time enjoying life.
Susan and her husband, John, were married for 31 years. Unfortunately, he recently died of a sudden heart attack.
Now she is managing her finances for the first time in her life and she feels lost.
Susan wants a trusted relationship with a financial advisor who can help her gain clarity and ensure financial security.
You Have Significant Assets
Ralph and his wife Susan have savings and investments in excess of $1 million.
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 life and work with a financial advisor to make sure he and Susan will be okay regardless of what the future might bring.
Financial Planning for Doctors
John and Susan are 58 and 56 respectively. John is a radiologist in Richmond, VA who works long hours and never seems to have enough time.
John loves his job but he worries about burnout and is unsure if he is taking advantage of all the strategies available to help protect and grow his wealth for retirement.
They hired Covenant Wealth Advisors because of our team's experience working with doctors, our comprehensive approach to financial planning, and focus on high income tax strategies.
John and his wife Mary are devout Christians. Like many families, they are busy with their life and career, but they are also focused on giving back.
For them, life is guided by their belief in God and their Christian values.
They want to partner with an advisor who is guided by biblical principles.
Robert and Rebecca are in their late 50s, have income in excess of $250,000, and have two beautiful children.
But they worry they are paying too much in taxes and want to to build and implement a game plan to help them retre.
They hired Covenant Wealth Advisors because of specialized strategies focused on helping families retire with household annual income in excess of $250,000.