Dennis Covington, CFP®

Office: Nashville
12 Cadillac Drive, Suite 440
Brentwood, TN 37027
Direct: (615) 309-6380

Contact
dennis.covington@continuumpp.com
Direct: (615) 309-6380

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Our Partners- Dennis Covington, CFP®

Dennis's Team

Lindsay Qualls
Lindsay Qualls
Administration/Operations
lindsay.qualls@continuumpp.com

What I’ve learned in the last 20 years in the business is that most of us want to achieve two financial goals:

1) We want to be financially successful – We want to live within our means, create a stable foundation for those we care about the most, pursue things that help us enjoy life, and build wealth over time that permits us to live a stress-free retirement.

2) We want to be financially significant – We want to be able to help those less fortunate than ourselves. We want to love lives of generosity.

My goal is to work with families to help them achieve those two goals.  The guiding document, or roadmap, in this relationship should be a well thought out, holistic, maintained, and written financial plan.

Dennis began his career with J.C. Bradford & Co. in Nashville in 1996.   He currently holds the professional designation of CERTIFIED FINANCIAL PLANNER ™.

 

Areas of Expertise:

  • Estate Planning
  • Financial Planning
  • Implementing tax advantaged strategies
  • Retirement Income Planning
  • Investment Management Strategies
  • Diversifying Assets
  • Planning for Long Term Care
  • Evaluating Insurance Coverage

Education:

Vanderbilt University
1985-1986, Divinity School

William Carey University
1979, Bachelor of Science, Business, Economics

Affiliations:

United States Tennis Association - Southern Division Chair – Investments
Treasurer – Patrons Foundation

Habitat for Humanity – Williamson County, TN
Budget Coach

Bethlehem United Methodist Church
Chair – Endowment Committee

Maryland Farms YMCA
Chair – Tennis Committee

United Methodist Foundation TN/KY
United Methodist Development Fund TN/KY
United Methodist Pastors Pension Fund TN/KY
Board Member

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.

Discovery

We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.

Implementation2

We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.

On-going3

We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.

Let's Look Forward

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Does it sound like Dennis would be a good fit for you? Give him a call today.

More About Dennis...

Dennis began his career in 1996 with J.C. Bradford & Company as an investment advisor representative. In 2007, he attained his CERTIFIED FINANCIAL PLANNER ™ certificate and began to also offer his clients holistic, comprehensive financial planning. When away from the office, he enjoys running, biking, tennis, hiking, and camping with his wife of 38 years, Joann. He has three daughters, three son in laws, one granddaughter, and four others kids he also loves as grandchildren.
Interested in working with Dennis? Set up a time to talk and learn how he can help you build a plan to reach your financial goals.