Our Philosophy and Qualifications

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.  Since March of 2000, Greg Covalt has provided guidance to clients with all kinds of financial needs.  Finding the best path and staying on it in the world of personal finance is always challenging.  Greg emphasizes face-to-face service, and your financial matters are his highest priority.

My commitment to serving my clients is evidenced by the credentials I have worked diligently to achieve.  Both the Certfified Financial Planner® certification and the Chartered Life Underwriter designation are highly esteemed in the financial services industry.  I am proud to hold both, and I know these designations, among other traits, set me apart from my competition.

Most people think all financial planners are "certified," but this isn't true.  Anyone can use the titile "financial planner."   Only those who have fulfilled the certification and renewal requirements of CFP® Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism.  And because they are held to a fiduciary standard of care in advisory relationships, a CFP® professional is required to act in your best interest.  [For more information, visit www.cfp.net ]