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A Lifelong Journey

  

The road to a secure financial future is a lifelong journey. You don’t get from here to there overnight. You need to know where you’re going, where you’re starting from, how many people are going on the trip, what route you want to take, what you want to see along the way, and what you want to do when you get there. You need to plan for unexpected detours along the way.

There are several steps in this planning process.

  • Identify your goals and objectives

  • Explore your alternatives

  • Evaluate the potential of each alternative

  • Employ the best ideas to meet your needs and achieve your goals

You should consider your short-term, mid-term and long-term needs, and make plans that take unexpected contingencies into account. Each life stage has its own financial planning concerns.

Is there one plan that’s right for everyone?  That’s like saying there’s only one way to get from the Atlantic to the Pacific. A plan that’s right for you should:

  • Be tailored to fit your personal needs and objectives

  • Provide increased spendable dollars now and in the future

  • Provide security during retirement or disability

  • Provide for continuous competent asset management

  • Minimize erosion by inflation

  • Maintain liquidity to pay expenses

  • Use the most effective way to pass property to family, charity and others

  • Minimize income, gift, estate and inheritance taxes

Your goals, dreams, and what you care about are at the heart of your lifelong financial journey—and you are always at the heart of what we do. Your local Covenant Trust Company Financial Services Representative is a great listener, as well as someone who can help you act on your plans. [view Directory

Read the complete brochure A Lifelong Journey:  Faith, Family and Finances
 
 
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