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™