We provide assistance in the following areas:
Investments
- Bonds
- Common Stock
- Mutual Funds
- Exchange-Traded Funds & Closed-End Funds
- Alternative Investments
- Structured Products
- Traditional & Roth IRAs, IRA Rollovers
- SIMPLE & SEP IRAs
| - Advisory (Managed) Accounts
- Brokerage Accounts
- 401(k) & 403(b) Plans
- Municipal Bonds
- Government Securities
- Fixed and Variable Annuities
- Socially Conscious/ESG Investing (Environmental, Sustainable & Governance)
|
Financial Planning
- Retirement Planning
- Protection Planning
- Investment Planning
| - Education Planning
- Estate Planning Strategies
- Social Security/Medicare Planning
|
Insurance
- Life
- Disability Income
- Long Term Care
| - Group and Individual Health*
- Medicare Supplements*
- Employee Benefit Programs*
|
Tax Planning Strategies
- Tax Diversification in Retirement Planning
- Estate Tax Planning Strategies
- Tax Strategies For Educational Expenses
- Net Unrealized Appreciation Strategies
- Tax-Aware Portfolio Construction
| - Tax Strategies For Employee Benefit Programs
- Tax-Saving Strategies for Individuals In Health Insurance and Long-Term Care Insurance
- Tax-Saving Strategies for Self-Employed
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* Health insurance products not offered through LPL Financial.
Covenant Financial Strategies, Inc. does not provide tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor's portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
