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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

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Newsletters

  • Three Ways to Help Build Financial Resilience

    Here are some steps to help handle challenging times and potentially emerge even stronger.

  • Strategies for Taking RMDs

    This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

  • 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.

More Newsletters »

Calculators

  • Cost of Retirement

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

  • Estate Taxes

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

  • Required Minimum Distributions

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

  • Savings Goals

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

More Calculators »

LPL Financial Form CRS

https://www.privateadvisorgroup.com/wp-content/uploads/2025/04/Customer-Relationship-Summary.pdf

Securities offered through LPL Financial, Member FINRA/SIPC.

Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group 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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