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Financial Planning Services  . Based on Biblical Principles. 48380 Van Dyke, Suite 200. Shelby Township, Michigan 48317 . Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Who can you trust? Good employe...

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CONTACTS AT COVENANTFINANCIALPLANNING.COM

Stephen Werner

48380 Va●●●●●●●●uite 200

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United States

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st●●●@covenantfinancialplanning.com

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Financial Planning Services  . Based on Biblical Principles. 48380 Van Dyke, Suite 200. Shelby Township, Michigan 48317 . Bridging the Confidence Gap. In the world of finance, the effects of the confidence gap can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Who can you trust? Good employe...
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Home | covenantfinancialplanning.com Reviews

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Financial Planning Services  . Based on Biblical Principles. 48380 Van Dyke, Suite 200. Shelby Township, Michigan 48317 . Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Who can you trust? Good employe...

INTERNAL PAGES

covenantfinancialplanning.com covenantfinancialplanning.com
1

Team

http://www.covenantfinancialplanning.com/team

Financial Planning Services  . Based on Biblical Principles. 48380 Van Dyke, Suite 200. Shelby Township, Michigan 48317 . Stephen T. Werner, FIC CCIA. Steve has been in the financial services business since 1988. He holds insurance licenses for life, health, and variable products. He is a Registered Investment Advisor Representative, and holds FINRA Series 6, 7, 63, 66, and 79. Click to read more. Robert C. Wier, CLU, LUTCF, CLTC. Click to read more. Becky L. Walter. Director of Client Relations. 2704 So...

2

Other Tools

http://www.covenantfinancialplanning.com/p/other-tools

Financial Planning Services  . Based on Biblical Principles. 48380 Van Dyke, Suite 200. Shelby Township, Michigan 48317 . Financial Industry Regulatory Authority. Securities Investor Protection Corporation. The following calculators are provided as a courtesy. They are taken from sources believed to be reliable but their accuracy has not been verified. Credit Card Payment Calculator. 360 Degrees of Financial Literacy. Crown Will Planning Kit. The data below reflects the previous day close.

3

Lifestyle

http://www.covenantfinancialplanning.com/resource-center/lifestyle

Financial Planning Services  . Based on Biblical Principles. 48380 Van Dyke, Suite 200. Shelby Township, Michigan 48317 . Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Using smart management to get more of what you want and free up assets to invest. By understanding ...

4

Glossary

http://www.covenantfinancialplanning.com/tools/glossary

Financial Planning Services  . Based on Biblical Principles. 48380 Van Dyke, Suite 200. Shelby Township, Michigan 48317 . A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjus...

5

Products

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Financial Planning Services  . Based on Biblical Principles. 48380 Van Dyke, Suite 200. Shelby Township, Michigan 48317 . Investment and Insurance Analysis. 401(k) and IRA Analysis. Brokerage Accounts - stocks, bonds, CDs, etc. The data below reflects the previous day close. INX, OEX, IXIC, TNX. Market data provided by xignite. Check the background of your financial professional on FINRA's BrokerCheck. Securities series 6, 7, 63, 66, and 79; Life/Health/variable insurance.

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Covenant Financial Group - Home

Welcome to our website! Covenant Financial Group, Ltd (CFG) are CPAs providing tax and financial planning services to financially independent individuals. This includes our. CPA Prime Plus Services. For retired and elderly persons. Prime Plus services were developed by the American Institute of Certified Public Accountants and represent specific tax, accounting, financial, and non-financial services unique to the needs of retired and elderly individuals and their special circumstances. To arrange a meeti...

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Financial Planning Services  . Based on Biblical Principles. 48380 Van Dyke, Suite 200. Shelby Township, Michigan 48317 . Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Who can you trust? Good employe...

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Covenant Financial Services

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Covenant Financial Services LLC

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