The Firm

Coleman Financial Advisory Group and it's principal James W. Coleman has a core belief and primary goal of operation to become the most knowledgeable and trusted advisors serving the financial needs of its clients. The firm maintains this focus by employing a truly client centered financial planning process of identifying and prioritizing client goals and objectives, analyzing your situation, proposing realistic and comfortable solutions, and monitoring your situation as either the economy, the tax code, or your situation changes over time.

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.

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. 

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

We work with many local companies, hospitals and civic groups to provide financial education, timely information and planning services to their employees, members, executives and members of the public.  Additionally, we make available timely articles for newspapers, newsletters and other publications.