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
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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Calculating your potential Social Security benefit is a three-step process.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Learn when it may not make sense to file a claim on your home insurance.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Recent changes in estate tax laws could affect the strategy you have in place.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What is your plan for health care during retirement?
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you explored all your options when it comes to managing your taxable income?