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.

Estate Taxes

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Impact of Inflation

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

More Calculators →

Too Good to Be True?

Knowing what to look for could help investors guard against common types of fraud such as pyramid schemes and affinity fraud.

Too Much of a Good Thing?

It’s wise to review your portfolio regularly to make sure the asset allocation still reflects your chosen strategy.

Cleaning Up Your Financial Records

Make it easier to find financial documents when you need them with these organization tips.

Balancing Foreign Trade

The key dynamics behind the U.S. trade deficit including trade issues with China and international trade agreements.

More Newsletters →