ChangePath AZ
  • Home
  • About
    • Our Team
    • Philosophy
  • Services
    • Retirement Income Strategies
    • Tax-Efficient Solutions
    • Investment Planning
    • Estate Preservation
  • Resources
  • Events
  • Blog
  • Contact

​Tax-Efficient Solutions

April 15 can be a dreaded day, or a celebrated one. Coventry Financial Group understands the importance of making sure you take advantage of all the tax deductions and exemptions available to you, as well as understand the commonly overlooked tax reduction strategies for retirement. We are up-to-date on the latest tax planning and potential reduction strategies for retirees. We can assist with IRA or other retirement account roll-overs and transfers, ensuring you don’t pay any unnecessary taxes, penalties and fees. We can also work with you to understand your Required Minimum Distributions (RMDs) and how to take them so your income in retirement is maximized.

Let us serve you.

Coventry Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.  Get in touch and let us know how we can best serve you!
Contact Us
Picture

Navigation

Home
About
Services
Resources
Events
Blog
Contact

Contact

Gainey Ranch Financial Center 
7373 E. Doubletree Ranch Rd. Suite 200 
Scottsdale, AZ 85258

(480) 659-2146
Fax: (480) 383-6466

Advisory services offered through Change Path, LLC., an investment advisor.

​Privacy Policy | 
Check the background of an investment professional.
  • Home
  • About
    • Our Team
    • Philosophy
  • Services
    • Retirement Income Strategies
    • Tax-Efficient Solutions
    • Investment Planning
    • Estate Preservation
  • Resources
  • Events
  • Blog
  • Contact