General Disclosures
Advisory services are offered through New Covenant Financial LLC, an investment adviser registered with the state of Texas. Advisory services are only offered to clients or prospective clients where New Covenant Financial LLC and its representatives are properly registered or exempt from registration.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
The information on this site is provided "AS IS" and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.
Third Party Sites:
The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.
Special Situation Disclosures:
Tax and Legal Matters
The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Holistiplan Disclosure:
This tax report has been prepared by New Covenant Financial LLC, a registered investment adviser, using Holistiplan, an unaffiliated third-party vendor. This illustrative report is for informational purposes only and should not be construed as individualized tax or legal advice. The analysis presented is based on client-provided data and New Covenant Financial LLC does not independently verify the data and makes no representations as to the accuracy or completeness of the data provided by the client or any third-party. Projections are based on hypothetical scenarios based on the latest available tax code and should not be viewed as guarantees of actual outcomes. Tax laws and individual circumstances may vary. Clients are advised to consult with a qualified tax professional before implementing any tax-related strategies.