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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

Perception vs. Reality

Perception vs. Reality

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

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

 

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Protecting Those Who Matter Most

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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