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