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 to work toward 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.
Helpful Content
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.