Who We Are
Personalized Service. Innovative Solutions. Proactive Advice. Our focus is not just on satisfying clients but on delighting them at every step of their financial journey.
THE TEAM COVERT PROCESS
Our goal is to ask important questions and provide you with options, flexibility and control over your financial game plan. It’s also important to measure exactly where you stand so you can move forward. Your TEAM COVERT RETIREMENT SCORECARD will tell us a lot about you and how to best work toward your future.
Stay Informed
Be in the financial know.
Download this and other guides on the always-evolving financial planning landscape.
Check out our
Full Suite of Services
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Retirement Income Strategies
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Wealth Management
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Annuities
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Investments
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IRA/401(k) Rollovers
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Asset Preservation Strategies
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Life Insurance
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Tax-Efficient Strategies
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IRA Legacy Planning
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Long-Term Care Strategies