Covenant Financial Planning is an independent financial advisory firm. We provide comprehensive financial planning services based on Biblical principles.
Being independent means that we have no corporate agenda or proprietary products. Our advice to you is not directed by corporate direction or a “cookie cutter” approach. Instead, we offer objective advice based on your needs and your concerns.
We offer comprehensive counsel and implementation on all aspects of financial planning, including:
- Retirement – analysis, planning, and income management
- Risk Management – insurance analysis and implementation
- Investments – analysis, portfolio design and management
- Estate planning and estate transfer
Free Initial Consultations
We feel it is important to get to know you (and you to get to know us) before we become your advisers. So, come in for a free initial consultation to make sure we are the company for you.
CFD Investments and Covenant Financial Planning do not provide tax or legal advice. Please consult your tax adviser or attorney regarding tax or legal issues.
There can be no assurance that any investment or financial strategy will be profitable, avoid losses, or achieve any investment objectives.