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The Covenant Group is devoted to helping you pursue your goals and dreams. We act as your advocates in developing personal strategies based on individual needs. We do this through our experienced process and professional approach to financial and investment planning, as well as risk management.

Financial Planning

Financial Planning

From college to retirement, and everything in between—we evaluate your situation and goals to plan for your ideal financial future.

Investments

Investments

We provide you with principles to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

Insurance

Insurance

We can create a sound insurance strategy to help protect your family from the financial consequences of life events.

WHAT ARE YOUR FINANCIAL GOALS?

WHAT ARE YOUR FINANCIAL GOALS?

Our first priority is helping you take care of yourself and your family. Instead of a “one-size-fits-all” approach, we learn more about your personal situation, identify your dreams, and understand your financial goals to create your comprehensive and custom strategy. Through authentic and frequent communication, we foster long-term relationships to help you pursue financial success.

Whether your goals are five, fifteen, or fifty years away, The Covenant Groups assists you in feeling confident about your present and future wealth management. Investments, retirement, insurance—we put together all the pieces of the puzzle to create your ideal financial future. We stay in tune with your needs, advocate for your goals, and make sure nothing falls through the cracks. With us, you receive a rare attention to detail and high level of service.

Through our extensive and personalized approach, we develop a customized wealth management strategy that addresses your ambitions, both short and long-term. Take the next step in pursuing your financial goals by contacting us to learn more or to set up a commitment-free introductory meeting. 

Learn More

Whether you’re facing retirement or looking to better understand investments, we can address your most pressing money questions. Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you explore our website, send us a note regarding questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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