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.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
This article may help you maximize the benefits of your donation for your chosen charity.
A change in your mindset during retirement may drive changes to your portfolio.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The federal government requires deceased individuals to file a final income tax return.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Lifestyle considerations in creating your retirement portfolio.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Have you explored all your options when it comes to managing your taxable income?
It’s never a bad time to speak with your financial professional about changes in your situation.
If you died, what would happen to your email archives, social profiles and online accounts?
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.
How does your ideal retirement differ from reality, and what can we do to better align the two?