Our Services
Our goal is to optimize your financial situation and protect the aspects of your life that matter most, so that you can enjoy the journey. If you are starting to plan for your future or simply want a second opinion about your portfolio, we can help. Some of our services include:
Comprehensive Financial Planning
No two people are identical, which is why everyone deserves a unique plan tailored to their needs, concerns, and goals. At Covenant Financial Architects, we serve as the architects for your future, helping design and oversee the construction of a financial plan. By taking a look at your holistic financial picture, we can deliver a written blueprint that focuses on understanding your goals and objectives, and helps you avoid behavioral mistakes, educating you on tax diversification, investment management, and the use of various financial strategies. Together, we can help decide what’s best for your financial future.
Retirement Income Strategies
A common fear among retirees is outliving their money. To help alleviate that fear, we build a sustainable retirement income plan for our clients. We begin by understanding your vision of retirement and assessing all sources of income available to you, from savings accounts and annuities to pensions and Social Security. We then evaluate the probability of achieving your retirement goals and recommend strategies to better manage your cash flow before and during retirement.
Your Chief Financial Officer
No longer do you need multiple financial specialists handling aspects of your life and finances. At Covenant Financial Architects, we coordinate all life and financial decisions to help ensure a unified approach to your future. After all, you want a team that can work together with the big picture in mind, and outside specialists generally focus on one particular area with no context for how it fits into the big picture. In instances that require outside help, we call in specialists such as accountants, CPAs, and attorneys, while maintaining our role as your “Chief Financial Officer.”
Interested in our services or curious how else we can serve you? Contact us today to schedule a complimentary consultation.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Covenant Financial Architects and Cambridge are not affiliated.
This communication is strictly intended for individuals residing in the states of AZ, FL, IN, KY, MO, NY, OH, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of the websites provided herein, Covenant Financial Architects makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.
Covenant Financial Architects
800 Main Street | Suite 215
Anderson, Indiana 46016
Phone: (765) 643-4455
Toll-free: (866) 746-4455
Fax: (765) 644-7536
Email Us