Our Services
The Covenant Group financial Investment Professionals have over 60 years of planning, consulting, and financial service experience. We at The Covenant Group offer comprehensive financial planning, investment portfolio analysis and design, and consulting services. Throughout the entire financial planning process we monitor your progress and adjust your plan as needed. Comprehensive Financial Planning The comprehensive financial plan is a multi-step process that is centered on the client’s financial goals. Common goals in which clients plan to achieve are:
- Cash flow management
- Retirement Planning
- Estate Design and Implementation
- College Education Funding
- Income Tax Analysis
- Investment Analysis
- Insurance Needs Analysis
Investment Portfolio Analysis and Design Once the comprehensive financial plan is in process, we assist the client in determining:
- Risk Tolerance, which consist of the ability and willingness of the client to take on risk
- Portfolio Allocation into different market segments depending on clients risk tolerance; and
- Time Horizon in which investments can be liquidated
Consulting Services Other services offered for businesses or ministry:
- Business Development and Succession Planning
- Planned Giving Development
- Ministry Consulting
- Legacy Planning – “Keeping your kids hugging after you are gone”
- Ministry at Work
- Generational Preservation of Wealth
Neither NEXT Financial Group, Inc. nor its representatives are qualified to give tax or legal advice. Please consult your tax or legal professional regarding your particular situation.
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