Coleman Financial Advisory Grp

read moreColeman 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.

read moreAt Coleman Financial Advisory Group LLC, we treat every client as though they are our only client. Jim and his team, through their comprehensive approach, have tailored a proactive client service model that is specific to the individual needs and objectives of each client and will act in concert to deliver the best in client service. We strive to provide advice that is written in a manner clear, specific, objective, and thorough. Our work with local attorneys, tax preparers, and CPAs allow these professionals to provide their clients with well thought out solutions to complex issues.

read moreWhere will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

read moreUnderstanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

read moreInsurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.