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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.

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Download Our Whitepaper

Our whitepapers are free to download with financial tips to help you manage your money.

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Helpful Content

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

 

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Surprises

Making the most of surprises is a great reason to work with us.

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