Our Services
Retirement Planning
PLAN FOR SUCCESS
To be successful in retirement planning is all about having discipline to manage your lifestyle, not only about accumulating assets. Covington's retirement planning services build a structure to help remove the guesswork around the most important retirement question: Do I have enough to retire?
Our Retirement Planning services highlight the following:
- Tax-smart investing that includes taxable and tax-sheltered account management
- Organizing sources of retirement income
- Retirement projections based on your desired lifestyle and market conditions