Retirement Planning


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