Located in Dayton, OH, Covenant Planning is a comprehensive fiduciary firm specializing in investment and retirement planning services. With a wealth of experience spanning over 30 years, our team excels in providing tailored financial advice to clients in Southwest Ohio. Our expertise extends across five key areas: income strategies encompassing Social Security and pension plans, investment guidance, healthcare planning covering Medicare and Long Term Care, as well as meticulous tax and estate planning services.
For individuals seeking professional financial assistance, Covenant Planning offers Securities and Investment Advisory services through Founders Financial Securities, LLC. As a Member of FINRA/SIPC and a Registered Investment Advisor, our commitment to ethical practices and client-focused solutions underscores our dedication to helping individuals navigate the complexities of financial planning with confidence and clarity.
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