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
The Income for Life Model®
Places emphasis on both the present and future income needs of retirees. It's central objective is to provide an inflation-adjusted income for life.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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
A quick look at how federal income taxes work.
What’s the deal with your yearly free credit report?
When considering life insurance, it's important to understand your options.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investors seeking world investments can choose between global and international funds. What's the difference?
When do you need a will? The answer is easy: Right Now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you know these three personal finance sayings?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.