Our Solemn Promise to You
Without a roadmap, the path toward your financial goals and ideal retirement can be difficult and full of obstacles. Having a personalized financial strategy, along with a knowledgeable team offering support, may help make the road ahead less strenuous.
At Covenant Investments & Management, we want to help you create a personalized financial roadmap designed to guide you to your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. We are committed to serving as your go-to financial advisor and an advocate you know is working hard for you. From socially responsible investing, which includes Biblically responsible investing, to comprehensive financial planning and charitable giving planning, we offer a wide range of services that we tailor to your unique needs and values.
Based in Marion, Indiana we work with clients in the greater Fort Wayne and Indianapolis areas and throughout the state. In everything we do, our goal is to humbly and passionately serve you by nurturing lifelong relationships built on trust and performance. Contact us to get started.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Around the country, attitudes about retirement are shifting.
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When do you need a will? The answer is easy: Right Now.
Why have the markets been so volatile recently?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Important items to consider when purchasing condo insurance.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
What is your plan for health care during retirement?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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In the world of finance, the effects of the "confidence gap" can be especially apparent.