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.
Helpful Content
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
U.S. Personal Savings Rate
What can be learned from the savings rate?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Emerging Market Opportunities
What are your options for investing in emerging markets?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.