Beyond Financial Planning
Independent Financial Advice
Independent Financial Advice
“What will it profit a man if he gains the whole world, and loses his own soul?” Jesus’ words are a fundamental reason why our investments recommendations begin with your values. Together we can help review your investments and make suggested changes that align with your biblical principles. Our goal is to encourage biblically responsible investing. With our help you can invest with intelligence, but more importantly, you can invest with a clean conscience.
If our ideals align with yours and you would like to learn more about screening your investment choices to your values, we invite you to contact us. We offer a complimentary moral review of your current investment holdings. Our screens are looking exclude companies that profit from or donate to groups that engage in any of the following activities:
Our passion is helping individuals to diversify their portfolios, organize their assets, and reduce their financial risk. Our Goal is to help safeguard the dreams our clients have sacrificed for and to grow the assets they have accumulated. We use proven investment strategies designed to meet our clients' risk tolerance and time horizon to help them hedge against market volatility.
8 E Marion St, Pontotoc, Mississippi 38863, United States
Monday - Friday: 8am - 4:30 pm
Saturday: By appointment
Sunday: Closed
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
*Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchase you should carefully read the prospectus and prospectuses for the underlying investment portfolios of variable products. In addition to carefully reviewing the prospectus, you are advised to consider the investment objectives, risks and charges, and expenses of the investment before investing. A prospectus may be obtained from our office or directly from the mutual fund company, insurance company or offering entity.
This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Employees or representatives of The Covenant Financial Group and The Covenant Financial Group of Pontotoc acting as registered representatives of FIRST HEARTLAND CAPITAL, INC. and/or FIRST HEARTLAND CONSULTANTS, INC. may transact business in a particular state only if first registered, excluded or exempted from registration requirements. John Bradley Ligon is a Registered Representative of FIRST HEARTLAND CAPITAL, INC., a registered broker/dealer based in Lake Saint Louis, Missouri. The Covenant Financial Group is not affiliated in any way with FIRST HEARTLAND CAPITAL, INC.
Securities offered through FIRST HEARTLAND CAPITAL, INC. Member FINRA/SIPC
Advisory Services offered through FIRST HEARTLAND CONSULTANTS, INC.
4101 Lake St. Louis Blvd. Lake St. Louis, MO 63367 636.625.0900
The Covenant Financial Group is not affiliated with FIRST HEARTLAND CAPITAL, INC.
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