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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Protect yourself against the damage that your homeowners policy doesn’t cover.
How literate are you when it comes to your finances? Brush up with these five basics.
Life insurance proceeds are generally tax-free. But not in all cases.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There’s an alarming difference between perception and reality for current and future retirees.
It’s never a bad time to speak with your financial advisor about changes in your situation.
All about how missing the best market days (or the worst!) might affect your portfolio.