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 – Business Development Company (BDC), Private Equity, Managed Futures, Hedge Funds, etc.
  • Annuities – Fixed, Indexed and Variable
  • CDs: Fixed and Indexed