As an independent firm, we are committed to offering complete objectivity and unbiased advice.Learn More
We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.Learn More
The Income for Life Model®
Places emphasis on both the present and future income needs of retirees. It's central objective is to provide an inflation-adjusted income for life.Learn More
Welcome to Coleman Financial Advisory Group, LLC
Coleman Financial Advisory Group LLC is a full-service financial services firm specializing in retirement planning, income strategies, asset management, and estate conservation.
Our personal services cover all areas of financial management, from investment and financial planning to risk management and estate conservation. Our expertise is in helping provide you with solutions for growing, managing, and preserving your wealth while also 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.
For help with your financial management, or for more information on Coleman Financial Advisory Group LLC, please contact us today. We will be happy to help.Contact Us
Download Our Whitepaper
Our whitepapers are free to download with financial tips to help you manage your money.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The true cost of raising a child may be far more than you expect.
A letter of instruction provides additional and more personal information regarding your estate.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
One way to find money is to examine your current spending habits and eliminate money wasters.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Why are 401(k) plans, annuities, and IRAs so popular?
Would you guess that Millennials are effectively saving for retirement? Well, they are.