I want to thank you for the significant value you and the rest of the Covenant team have brought to Carl and me.
Initially I came to one of your Ask the Export events and thoroughly enjoyed the topic and have since enjoyed others. At the time I was looking to have a better service level regarding my investments and requested your team review our portfolio. The Covenant Capital Management team provided an enlightening review that showed us a number of areas for improvement including allowing us to lower our risk and still enjoy the financial future we were looking for. You also helped us shelter some additional assets from tax, something that had been missed previously. Since that time we have been very happy with the proactive manner in which Covenant has managed our Portfolio.
You recommended your planning team complete a review of our will and estate plan and we agreed, however to be honest, we felt these items were already in order. We were amazed to find we still had a tax liability in our estate that we thought had been addressed. Your team helped us prepare new wills that would eliminate this liability as well as implement other tax efficiencies in our plans and help us enhance family harmony as we transfer our assets.
I think the aspect that we value the most is the peace of mind that we have as a result of the retirement plan you provided for us. You took the time to understand our goals and objectives for our retirement years and realistically projected what we could anticipate for income, confirming that our goals should be very attainable. It was very reassuring to receive this plan.
Overall we have been astounded at the depth to which the Covenant team has comprehensively addressed our investment, estate and financial planning needs to include our charitable goals. I would be happy to speak with anyone interested in working with Covenant.
Executive Director Emeritus
In Touch Ministries