We have been working with the Covenant Wealth Management Group, and specifically Rob Radloff, for several years.
Our situation involved a new marriage, a group of adult children, and a successful business. With Rob’s knowledge and guidance we were able to create a comprehensive estate plan, including all aspects of our rather complex financial lives. Throughout the process of developing the plan, Rob was always careful to ensure that the options he presented to us would fit our goals, values, and lifestyle.
Rob has the unique ability of looking at the big picture, and then breaking it down into short term manageable steps. He also does an excellent job of charting our plan and making it straight forward and easy to understand.
He has always made himself available to us whenever we have asked for advice. He replies would usually be within the same business day.
Our income and savings are being managed responsibly;
Our estate is in order for our children; and
We are free to enjoy every moment of our retirement.
In closing, we would describe Rob and his staff as extremely knowledgeable, thoroughly professional, and completely ethical. He has earned our trust and we would highly recommend Rob and his team at Covenant Wealth Management Group.
We would be happy to speak with anyone interested in working with the Covenant Group. Just ask Rob for our contact information.
Brian and Sharon