Welcome to Coleman Financial Advisory Group LLC, a full-service financial services 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 LLC, we help clients navigate through the challenges and seize those opportunities that make the most sense for their situation.

As retirement planning professionals 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 LLC, please contact us today. We will be happy to help. We look forward to talking with you.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Saving for Life After Work

Retirement benefits are the 3rd most important consideration fostering employee loyalty, after salary and health insurance.

When Weather Becomes Your Worst Enemy

Companies with disaster plans and adequate insurance protection may be in a better position to reopen their doors after a severe weather-related event.

HOT TOPIC: Key Indicators Signal Progress for U.S. Economy

In the 5 years since the end of the Great Recession, Americans can finally be upbeat about their financial prospects.

Small Business Owners Deserve a Vacation

Some tips for fitting a personal vacation into business plans and helping the business run efficiently.

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