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Independent wealth management firm. Our Doctor Planning Solutions. Program specializes in the needs and objectives of physicians and dentists. With more than 17 years of dedicated personalized service to our clients, our independence allows us to offer fully integrated wealth management solutions to a select group of doctors and their families with an unbiased and objective approach. Program is able to design integrated financial plans customized to each client’s individual needs.

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COVENANT WEALTH MANAGEMENT

RUSTY RUSSELL

301 N. Ma●●●●●●●●●4TH FLOOR

WINS●●●●ALEM , NC, 27101

US

1.33●●●●4999

RU●●●@COVENANTFINANCIALSOLUTIONS.COM

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COVENANT WEALTH MANAGEMENT

RUSTY RUSSELL

301 N. Ma●●●●●●●●●4TH FLOOR

WINS●●●●ALEM , NC, 27101

US

1.33●●●●4999

RU●●●@COVENANTFINANCIALSOLUTIONS.COM

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Covenant Financial Solutions, Inc.

RUSTY RUSSELL

3447 R●●●●●●d Road

Wins●●●●alem , NC, 27106

US

1.33●●●●4999

1.33●●●●4329

Ru●●●@CovenantFinancialSolutions.com

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Independent wealth management firm. Our Doctor Planning Solutions. Program specializes in the needs and objectives of physicians and dentists. With more than 17 years of dedicated personalized service to our clients, our independence allows us to offer fully integrated wealth management solutions to a select group of doctors and their families with an unbiased and objective approach. Program is able to design integrated financial plans customized to each client’s individual needs.

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1 covenant wealth management

2 is an

3 doctor planning solutions

4 our integrated approach

5 greenbook retirement planning

6 greenbook risk management

7 greenbook portfolio design

8 greenbook asset protection

9 legacy planning

10 market update downloads

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Home | Doctor Planning Solutions | doctorplanning.com Reviews

https://doctorplanning.com

Independent wealth management firm. Our Doctor Planning Solutions. Program specializes in the needs and objectives of physicians and dentists. With more than 17 years of dedicated personalized service to our clients, our independence allows us to offer fully integrated wealth management solutions to a select group of doctors and their families with an unbiased and objective approach. Program is able to design integrated financial plans customized to each client’s individual needs.

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doctorplanning.com

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Legacy Planning | Doctor Planning Solutions

http://www.doctorplanning.com/legacy-planning

Our Wealth Management Services. Using this in-depth approach, we produce customized strategies to help select families build and. Leave a thriving legacy for generations to come. Our Wealth Management Mission. Our Planning Platform, Past and Present. Meet Your Financial Specialist Team. Our Wealth Management Services. Integrated Financial Planning for Doctors. Private Client Services: Custom Portfolio Solutions.

2

Our Financial Planning Platform, Past and Present | Doctor Planning Solutions

http://www.doctorplanning.com/our-financial-planning-platform-past-and-present

Our Wealth Management Mission. Our Financial Planning Platform, Past and Present. Our Financial Planning Platform, Past and Present. The Greenbook methodology was developed over more than three decades of working to meet the financial objectives of physicians and dentists. With an understanding of the unique earning, spending and. Key to this approach is the delivery and management of all programs and services through a single point of contact: Covenant Wealth Management. Our Wealth Management Mission.

3

Private Client Services: Custom Portfolio Solutions | Doctor Planning Solutions

http://www.doctorplanning.com/private-client-services-custom-portfolio-solutions

Our Wealth Management Services. Private Client Services: Custom Portfolio Solutions. Private Client Services: Custom Portfolio Solutions. Is an independent firm whose financial professionals are registered with First Allied Securities, Inc. A broker/dealer, giving us access to all of First Allieds financial programs. One of those programs is Private Client Services. Our process begins via a series of discovery conversations whereby, along with your financial advisor, we assist you in identifying and prio...

4

Asset Protection | Doctor Planning Solutions

http://www.doctorplanning.com/asset-protection

Our Wealth Management Services. Integrated Financial Planning for Doctors. Shielding Personal and Practice Assets. At Covenant Wealth Management. Accounts receivable, leasehold improvements, equipment, supplies and goodwill are valuable assets of a doctor’s practice. However, in many scenarios, these assets are not only exposed to judgment creditors, but also may not be contributing anything to their financial future. The Doctor Planning Solutions. A doctor’s capital accumulation and preservation s...

5

Our Wealth Management Mission – Serving Those Who Serve Others | Doctor Planning Solutions

http://www.doctorplanning.com/our-wealth-management-mission-–-serving-those-who-serve-others

Our Wealth Management Mission Serving Those Who Serve Others. Our Wealth Management Mission Serving Those Who Serve Others. Is focused on a single mission: to guide you to financial independence. We define financial independence as the point when your savings (and income from savings) will afford your needs throughout your life expectancy. The Doctor Planning Solutions. Next, Our Integrated Approach. Our Wealth Management Mission. Our Planning Platform, Past and Present. Our Wealth Management Services.

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Home | Doctor Planning Solutions

Independent wealth management firm. Our Doctor Planning Solutions. Program specializes in the needs and objectives of physicians and dentists. With more than 17 years of dedicated personalized service to our clients, our independence allows us to offer fully integrated wealth management solutions to a select group of doctors and their families with an unbiased and objective approach. Program is able to design integrated financial plans customized to each client’s individual needs.

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