Our Services
Our clients choose Covenant Wealth Management to provide professional services including, but not limited to:
- Financial Planning
- Asset Management
- Qualified Retirement Plans: 401(k), Profit Sharing, Cash Balance, 403(b)
- Employer Sponsored Retirement Plans: SEP and SIMPLE
- Retirement accounts: IRA, ROTH IRA, Annuities
- Financial Risk Management: Life Insurance, Long Term Care Insurance
- Education savings accounts: Coverdell ESA, 529 Plans
- Our Second Opinion Service SOS™
The securities and financial products we invest in include, but are not limited to:
- Stocks
- Options
- Preferred Stocks
- Real Estate (REIT) – nontraded and exchange traded
- Master Limited Partnerships (MLP)
- Bonds – tax-exempt, government, corporate, high-yield
- Mutual Funds, Closed-End Funds and Unit Investment Trusts (UIT)
- Exchange Traded Funds, Notes and Debt (ETF & ETN)
- Alternative Investments
- Annuities – Fixed, Indexed and Variable
- CDs: Fixed and Indexed