Welcome to Coleman Financial Advisory Group, a full-service financial planning firm specializing in retirement planning, retirement income strategies, asset management and estate conservation.


Today's investment climate offers tremendous challenges as well as opportunities. At Coleman Financial Advisory Group, we help clients navigate through the challenges and seize those opportunities that make the most sense for their situation.


As retirement planning experts we employ a process that helps us to identify and prioritize your goals and objectives, analyzes your current and future situation, propose realistic and comfortable solutions, manage your assets toward your goals and service you as your needs change.


Our personal services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. Our expertise is in helping provide you with solutions for growing, managing and preserving your wealth while addressing your needs for safety and financial independence. Through our customized client approach we have helped many clients maintain their financial independence in a prudent manner that's efficient and comfortable.


On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial situation. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.



For help with your financial management, or for more information on Coleman Financial Advisory Group, please contact us today. We will be happy to help. We look forward to talking with you.


 


 

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Don’t Bet Your Life on These Insurance Myths

Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

More Newsletters →