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ABOUT COVEY & COVEY

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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RETIREMENT PLANNING

Enjoy the fruits of your labor. We will help plan for your retirement and excite you for what’s to come.

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COLLEGE PLANNING

Rising education costs require a forward-thinking plan. We can help you prepare for one of life’s biggest investments.

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BUSINESS PLANNING

We believe small businesses are the backbone of America. We do our utmost to help your business thrive.

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MEET OUR TEAM

Our team of professionals have years of 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.

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OUR GOALS

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

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Do you know how much risk is in your portfolio? Find your Risk Number and get your FREE Portfolio Risk Analysis!


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