Covert Investment Strategies, Inc.

(800) 204-4415

Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust Coaches

Understanding Today's Financial Environment



Welcome, I'm Douglas Covert, a financial consultant in Sacramento, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (800) 204-4415.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Cash Flow?

Assess whether you are running “in the black or “in the red” each month.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Assess how many days you'll work to pay your federal tax liability.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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An Inside Look at Retirement Living

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There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Using smart management to get more of what you want and free up assets to invest.

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There are some key concepts to understand when investing for retirement

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There are some smart strategies that may help you pursue your investment objectives

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Emerging Market Opportunities

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Extended Care: A Patchwork of Possibilities

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Your DNA Test

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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