Broker Check
Deciding When to Take Social Security

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.
Learn More
Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn More
Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
Learn More
<b>Who We Are</b>

Who We Are

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

<b>Service Is At The Core Of What CFG Stands For</b>

Service Is At The Core Of What CFG Stands For

If timely and precise solutions are not supported by a commitment to serve your interests, most any old financial advisory group will do. At CFG, we believe that our innovative ideas must be in line with what matters most to you or they become our interests, and not yours. Find out for yourself how our idea of service always benefits you and your family’s financial goals.

<b>Covenant Financial Group Is Process Driven, Not Product Driven</b>

Covenant Financial Group Is Process Driven, Not Product Driven

Since no two individuals view financial health through the same lens, doesn’t it make sense to create a financial plan that reflects your priorities; your goals; and your family’s goals?

At CFG, we champion your ideas and your situation to help you achieve what’s important to you. Our objective analysis is in service to those goals. And we know that without an advocate, who works to keep you on course through life’s twists and turns, a plan can end up being just a piece of a paper.