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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
New Retirement Contribution Limits for 2024
A look at the new, record-high retirement contribution limits from the IRS.
Tips on insuring your teen driver.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What's your vision of retirement?
This attention-grabbing infographic covers retirement topics you may not have considered.
It's important to understand how inflation is reported and how it can affect investments.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Preparing for the unexpected can make all the difference if your family relies on your income.
When should you take your Social Security benefit?
The market is as unpredictable as the weather. We'd love to help you prepare.
A bucket plan can help you be better prepared for a comfortable retirement.
An amusing and whimsical look at behavioral finance best practices for investors.