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2431 E. 61st St, Suite 305 Tulsa, OK 74136

Phone:

  • 918-746-4711

Fax:

  • 918-513-5506

E-mail:

  • info@covenantok.com

Videos

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Flipbooks

You can review interesting Flipbooks on my site.

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Calculators

You can review interesting calculators on my site.

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Newsletters

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

  • Locked Out? How to Break Into Today’s Housing Market

    Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

  • Closed-End Funds May Offer Higher Income

    Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

More Newsletters »

Calculators

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

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LPL Financial Form CRS

MIAN Form CRS

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, a Registered Investment Advisor.  Mariner Independent Advisor Network and Covenant Wealth Advisors are separate entities from LPL Financial.

The financial professionals associated with Covenant Wealth Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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