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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

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

 

How Big is Money?

Learn a little about worldwide currency in this fun infographic

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Long-Term-Care Needs

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

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Your Cash Flow Statement

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

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.

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Surprises

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Rule of 72

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.

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