Our Services

When developing a personalized financial plan that is customized to your specific goals, we will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once appropriate information has been gathered and analyzed, appropriate strategies are developed and implemented to meet your goals and objectives. Our primary focus is on individual investors and families, though we serve many business owners and corporate retirement plans as well. The following are some of the services we provide:

  • Investment Planning

    Determining an appropriate asset allocation strategy built upon your risk tolerance and time horizon. Portfolio analysis and construction based on specific industry data and research. Recommending appropriate investment vehicles to help you reach your goals.

  • Retirement planning

    Making the most of your employer-sponsored retirement plans and/or IRAs. Managing assets before and during retirement. Working with you to establish goals and determine what you will need to achieve those goals. Categorizing your goals into needs, wants, and wishes to better organize your retirement lifestyle. 

  • Estate Planning

    Helping with strategies to preserve your estate for your intended heirs with careful consideration for the taxable implications. Potententially reducing exposure to estate taxes and probate costs. When needed and with your approval, working directly with your tax and legal advisors to ensure a common goal across all aspects of your financial life.
     
  • Insurance Planning

    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
     
  • Education funding

    Recommending investment and accumulation strategies to help you pay for your children's education.
     
  • Employee and executive benefits

    Helping your business attract and retain qualified employees through benefit packages.

Our services are designed to help you answer the following questions:


  • How can I get more from my investments?

  • How can I reduce my exposure to risk?

  • How much money will I need to live comfortably in retirement?

  • Am I saving enough?

  • What is the best way to save for college?

  • How can I help reduce estate taxes and preserve more of my assets for my heirs?

  • Do I have the right amount of life insurance?

For more information or to schedule an appoitment, please call 918-746-4711 or e-mail us at info@covenantok.com