Covenant Financial Advisors exists to serve our clients by assisting them in their efforts to efficiently manage their resources. Many people have 401-k plans that remain unmonitored with a former employer, an IRA that they may periodically contribute to, bank accounts, and various insurance policies that they have accumulated over their lifetime. What many people do NOT have is an independent advisor who helps them see how all of these resources can and should work together to help them efficiently accomplish their goals. We do not make decisions for our clients, but we serve as their financial coach to help our clients see how the decisions made in one area of personal finances can and often do impact other areas of one’s financial life. Call us for a complimentary consultation to learn more about how we can help you bring your financial life in to focus.
* Current ELP endorsements are for Long-Term Care and Medical Insurance.