OUR PROCESS
At Team Covert Financial & Tax Planning Group, our work will center around your answers to the question of W.I.N. -
What’s Important Now?
You can define your W.I.N. from four perspectives:
WINNING
Think about your standard of living, income, expenses and lifestyle choices. Managing your daily resources sets a solid foundation for your larger financial goals.
Milestones, both expected and unexpected, matter. We think through the events you plan for, such as children’s education, travel or starting a new business. But we also consider turning points you didn’t see coming, such as the loss of a spouse, loss of a job or injury/illness.
Consider your quality of health, savings strategies and tax liabilities. Each season comes with its own financial challenges and opportunities. We help guide you through these transitions with comprehensive planning.
With a comprehensive financial plan in place, you can focus exactly on what’s important now in your life because everything else has been addressed and prepared for!
OUR FINANCIAL SERVICES
We offer retirement products and services in these areas to help you achieve your retirement goals.
We can also refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning
Investment advisory services are offered through Team Covert, LLC, a Registered Investment Adviser in the state of Michigan. Team Covert, LLC, and Team Covert Financial & Tax Planning Group, LLC are affiliated companies.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Team Covert Financial & Tax Planning Group is not affiliated with or endorsed by the U.S. Government or any governmental agency.
THE TEAM COVERT RETIREMENT SCORECARD
To build a championship retirement, it’s important to measure exactly where you stand and then work forward. Your scores will tell us a lot about you! Schedule a meeting with our team today and take our assessment to start your customized process.