Daniel Covert

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Daniel Covert My mission is to provide a customized approach to financial planning. Customized to address each clients needs, wants and goals.

I partner with my clients to help them achieve confidence & peace of mind on their path to financial wellness.

22/12/2025

There’s no wrong way to wrap a present, the important thing is that it’s wrapped. Similarly, there are many ways to approach your finances, but most importantly it’s important to act now. Reach out to me to get started.

17/12/2025

I can help you fit some flexibility into your financial plan. The most important thing is that we get you and your partner on the same financial page—and that we get started right now.

10/12/2025

Do you have a kid on the way and want to feel [positive emotion] about your finances? I can help you get a financial plan in place so your baby plan can go swimmingly. Reach out today for help.

04/12/2025

When your dream home is ready for you, will you be ready for it? I can help you build a financial plan that keeps you on track for future home buying opportunities.

25/11/2025

This year, I’m grateful for financial plans that can be catered to your financial style. Reach out to me to get started.

20/11/2025

When you said I do, you didn’t mean “I do the bills, and you do the vibes.” The right time to get on the same financial page is right now, and I can help even if you and your partner have different financial styles.

12/11/2025

I can help you stay on track to meet your long-term goals, regardless of your pesky water heater. The right time to plan is right now.

06/11/2025

While fall scented candles are amazing, they burn out. A solid financial plan can last a lifetime. I can help you build one you’ll love every season.

29/10/2025

Let’s get your financial plan in place and make the real scary things a little less scary.

25/10/2025

🌟 Congratulations to our 2025 Elite CFR Academy Qualifiers! 🌟

Our Elite CFRs will be heading to Milwaukee in November to celebrate becoming Elite, to deepen relationships with high-achieving peers and Home Office leaders while growing their professional and business acumen. They will build on the momentum they've created to continue to impact the community!

Are you interested in learning more about our internship program? Please reach out to [email protected]! 📧

Address

424 S Woods Mill Rd

63017

Opening Hours

Monday 08:30 - 19:00
Tuesday 07:30 - 19:00
Wednesday 07:30 - 19:00
Thursday 07:30 - 18:00
Friday 07:30 - 15:00

Telephone

+13147445208

Website

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