08/14/2015
WHO WE ARE
The philosophy behind our company
We are an Insurance and Financial Services Company based in Omaha, Nebraska. With over 30 years of industry experience, we bring unique, innovative insurance and financial strategies to our clients to use when protecting their Financial, Estate and Business plans and building retirement and business goals. Unlike some insurance agents and financial planners, we are not here to just sell products or grow wealth, we are here to help you achieve and protect your goals, whatever they may be, well beyond retirement.
Covenant Financial and Insurance Group is Committed to supporting and to the success of the plan and the well being of our clients because, most people don't plan to fail, they simply fail to plan. Our goal is to help you develop, execute and maintain your plan no matter how simple or complex it may be.
We feel very blessed with the relationships we have been able to build and as such, have also invested heavily in being able to provide our clients partners with sophisticated support, such as estate planning attorneys and CPA's inorder to help you be as effective and efficient as possible in several different areas of your plan.
COMPANY VALUES
The Foundation Cornerstones for The Covenant are treating others as we would want to be treated and to separate ourselves as the place to go for competent and appropriate help with any financial and or insurance need.
COMMITTED
Supporting our clients by providing the most innovative and appropriate insurance and financial strategies to help you protect your Financial, Estate and/or Business Plans
ATTITUDE
Supporting our clients by approaching each challenge with excitement, expectancy, and enthusiasm
WISDOM
Supporting clients by helping you understand the importance of developing a strong contextual plan and realizing that the plan continues to develop and change as life throws challenges and changes our way
EDUCATION
Supporting clients by training you and education with concept-based solutions so you can feel confident in making good personal/business decisions
HONESTY & INTEGRITY
Supporting clients by finding the most suitable solutions based on your unique needs, without the bias what's in it for us