Veterinarians know everything there is about treating animals, But retirement planning isn’t something you’re taught in vet school.
The advisors at Covenant Wealth Management are the financial professionals you can rely on to plan your retirement and pursue the life you’ve always dreamed of.
Structure the sale of your practice, address the taxes from the sale, and use the profit for your retirement plans.
Prepare for any unknowns retirement brings with an effective financial plan.
Know how much you have in retirement so it’s there when you need it—and find opportunities to steward it in your golden years.
Go beyond your balance sheet and create a plan that reflects your goals and dreams for your legacy.
Expand your charitable giving in retirement with a plan for stewarding your money well.
While you focus on doing what you love and serving your four-legged patients, we’ll do what we love—help you structure a retirement plan that you’re confident about.
We’ll align the sale of your practice and your retirement package with your future plans, whether you want to travel more, volunteer, donate to causes, or spend time with your family.
Our team will work with you to organize your assets and build a financial plan that prepares you for retirement, leaving a legacy for your loved ones, investing in causes you care about, and more.
Is your practice financially healthy? Analyze 9 key areas of financial wellness with our free guide.
For over 25 years, the professionals of Covenant Wealth Management have coached business owners on how to sell their businesses, address the impact of taxes, and use the profits to retire well. We are a team of Certified Financial Planners® backed by one of the largest broker-dealer firms in the country—professionals in the financial field, so you don’t have to be. When you work with us, we’ll put together a team of professionals who will help you structure the sale of your practice, plan your retirement, and leave a legacy for your family.
Retire from your practice with confidence and enjoy financial freedom to pursue what you value most.
