Covey & Covey A Financial Advisory Firm

Covey & Covey A Financial Advisory Firm Will I outlive my savings? More than 80% of pre-retirees fear they will outlive their savings. With personal success can come financial complexity.

we can develop a comprehensive strategy designed to help you relax and enjoy your retirement. If you are one of the many Americans who are stressed over retirement, together we can develop a strategy so you can relax and enjoy your retirement. And while preparing for retirement is an exciting time, it can be filled with uncertainty, confusion and misinformation. Whatever your financial concerns, I

will listen with patience, compassion, and caring. I believe in finding positive, purposeful, and satisfying solutions to your concerns. I will help you understand complex issues by explaining them in understandable terms. I strongly believe in providing you with knowledge, so you can make informed decisions with confidence. At Covey & Covey, we help our clients answer the โ€œWhat happens nowโ€ questions about retirement. We want you to thrive throughout retirement, not just survive. Call today, to begin your journey to a more relaxing and enjoyable future: 858-653-4800 or email me at [email protected]

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG) a Registered Investment Adviser. Member FINRA/SiPC. Additional advisory services offered through Covey & Covey, a Registered Investment Adviser. IFG and Covey & Covey are unaffiliated entities. For a list of states in which we are registered to do business, please go to coveyandcovey.com

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

Congratulations on filing your taxes! ๐ŸŽ‰Are you getting a big refund? If you want to see if there are ways to reduce your...
04/16/2026

Congratulations on filing your taxes! ๐ŸŽ‰
Are you getting a big refund?
If you want to see if there are ways to reduce your taxes in 2026 call or email us to see if we can help.
Kathleen Covey, CFP(ยฎ) 858-6533-4800 [email protected]

๐ŸŽ† Happy Independence Day! ๐ŸŽ‡Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our ...
07/03/2025

๐ŸŽ† Happy Independence Day! ๐ŸŽ‡

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. ๐ŸŽ‰๐Ÿ—ฝ

As we enjoy fireworks, BBQs, and time with loved ones, letโ€™s remember the courage and sacrifice that built this great nation. ๐Ÿ”๐ŸŒญ

Happy Birthday, America! ๐ŸŽ‚๐ŸŽˆ

11/11/2024
How long does election year volatility in the market last? Will stocks rebound or tank after the polls close? Read what ...
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How long does election year volatility in the market last? Will stocks rebound or tank after the polls close? Read what history revealed.

Here's how markets fare in presidential election years.

How will 2024 impact the markets and YOU? Here's what history shows about market performance during election years.
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How will 2024 impact the markets and YOU? Here's what history shows about market performance during election years.

Discover what could happen in 2024.

10/24/2024

See the return trends for 2024.

10/17/2024

Find out how markets tend to perform & why it matters.

Address

503 Forrest Bluff
Encinitas, CA
92024

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18586534800

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