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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

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

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

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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Newsletters

  • HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

    New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.

  • Key Retirement and Tax Numbers for 2026

    This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

  • Is Your Dream Kitchen a Good Investment?

    Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

  • 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

  • Cost of Retirement

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

  • 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?

  • 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

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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