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Covenant Advisors, LLC

Covenant Advisors

Giving Direction to Financial Success

Covenant Advisors, LLC is an independent financial planning firm.  We are committed to working with clients in order to achieve their personal vision of financial success.  We offer goal-oriented financial planning, retirement planning, and portfolio management on a fee-for-service basis.

We firmly believe that every client is entitled to an objective assessment of their financial goals and resources.  We act as a fiduciary, on behalf of our clients to ensure their vision of financial success always comes first.

Financial PlanningAvailable Services

  • Financial Seminars (public, corporations, churches, schools, etc.)
  • Retirement Planning
  • Asset Management
  • Investment Analysis
  • College Education Funding
  • Planning Consultation
  • Mutual Funds
  • Deferred Compensation Planning
  • IRA & Lump Sum Rollovers
  • 72(t) Distribution Planning
  • 401(k) Evaluation
  • Long Term Care
  • Life Insurance Analysis
  • Tax Efficiency
  • Estate Planning
  • Stock Options Analysis
  • 403(b)/TSA