Skip to main content
  • Home
  • About Us
    • About Covenant Wealth Advisors
    • Our Team
    • Our Services
    • About LPL Financial
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Account View Login
  • Contact Us

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

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.

View Videos

Newsletters

  • Strategies for Smarter Giving

    In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

  • 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.

  • Separately Managed Accounts: Tax-Efficiency and Tailored for You

    With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

More Newsletters »

Calculators

  • Estate Taxes

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

  • Savings Goals

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

  • 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.

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.

  • Site Map