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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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Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Newsletters

  • The Evolution of Retirement Savings

    The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

  • Avoiding Probate with a TOD Deed and TOD Account

    In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

  • 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.

  • Medicare or Medicaid?

    It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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.

  • 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?

  • Estate Taxes

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

More Calculators »

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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