Our Services

 

Service Overview
  • Retirement income strategies
  • Tax-reduction strategies
  • Investment management, including stocks and mutual funds
  • Retirement planning
  • Estate planning and preservation
  • Asset protection through insurance and annuity products
  • Charitable giving


Coleman Financial Advisory Group and its principal James W. Coleman provide customized solutions for clients interested in growing, managing and preserving their wealth.

As experts in retirement and estate planning, Coleman Financial Advisory Group has helped many clients over the past 20 years by helping them with retirement income strategies, reducing investment risk, protecting assets, leaving money to children or grandchildren all while living a financially comfortable life today.

Professional, Independent Advice

As an independent financial advisor, Jim Coleman does not represent any one particular company or have any biases. Rather, we are totally client focused and are committed to finding the appropriate solutions to a client's needs regardless of a company affiliation. Our independence allows us to offer every client the most competitive products and services available in the market place. We are able to represent the top private money managers, mutual fund, annuity and insurance companies available. Additionally, we have access to CD's available on a national basis as well as the stock and bond markets.

A Comprehensive Approach

When developing a customized program for you, we will walk you through a step-by-step process that is designed to make sure you are comfortable and confident in all of your financial decisions. Once your goals have been established, appropriate strategies are customized to suit your vision and objectives.

Our work with local attorneys, tax preparers and CPA's allow these professionals to provide their clients with well thought out solutions to complex issues.

Beyond the Usual

At Coleman Financial Advisory Group we treat every client as though they are our only client.  Jim and his team can tailor a proactive client service model specific to your own needs and objectives and will act in concert to deliver you the best in client service. We strive to provide advice that is written in a manner clear, specific, objective and thorough.

Benefits of working with us

  • You will always receive independent advice without any proprietary products or services being offered.
  • You will receive the personal attention you require and deserve.
  • You will benefit from over 20 years of experience in the financial services industry.

Please contact Coleman Financial Advisory Group. We look forward to serving you.