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.

Disability Income Insurance

How much Disability Income Insurance do you need?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Catch Up for a More Comfortable Retirement

Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

Fixed-Income Investments and Rising Interest Rates

Bond prices typically fall as interest rates rise; this may be a good time to examine your fixed-income investments.

File and Suspend: A Flexible Social Security Strategy

Understanding Social Security claiming strategies, such as “file and suspend,” may help increase lifetime benefits.

When You Can’t Speak for Yourself

Having proper legal documents in place can help when you are unable to make your own medical and financial decisions.

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