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Our Investment Philosophy

Coleman Financial Advisory Group LLC and its principal, James W. Coleman, have a core belief and primary operating goal of becoming the most knowledgeable and trusted advisors serving the financial needs of its clients. The firm maintains this focus by employing a truly client centered financial planning process of identifying and prioritizing client goals and objectives, analyzing your situation, proposing realistic and comfortable solutions, and monitoring your financial position as either the economy, the tax code, or your circumstances changes over time.