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HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Learn More


BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

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PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

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RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

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OUR FIRM

As an independent firm, we are committed to offering complete objectivity and
unbiased advice.

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OUR SERVICES

We offer a full range of investment and financial services and have access to a
wide array of solutions.

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OUR PHILOSOPHY

We strive to build long-lasting relationships with our clients, offering ongoing
education and guidance.

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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.

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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.

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RETIREMENT IS RIGHT AROUND THE CORNER

In this ebook, we share some retirement considerations as you round the corner
toward this exciting milestone.

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HELPFUL CONTENT


HISTORICAL INFLATION

This calculator shows how inflation over the years has impacted purchasing
power.


WHAT IS MY RISK TOLERANCE?

This questionnaire will help determine your tolerance for investment risk.


SOCIAL MEDIA: #NEWESTBUSINESSLIABILITYRISK

Social media may be a modern imperative for businesses looking to grow and build
their brand, but it also introduces risk.

 
 * Articles
 * Calculators
 * Videos

BUYING AUTO INSURANCE FOR TEEN DRIVERS

Tips on insuring your teen driver.

COUNTERACTING CAPITAL GAINS WITH TAX-LOSS HARVESTING

You may have heard the phrase "tax-loss harvesting." A financial professional
may be able to provide some guidance.

TRADITIONAL VS. ROTH IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your
retirement plans.

RETIREMENT SEEN THROUGH YOUR EYES

What's your vision of retirement?

SIX SURPRISING FACTS ABOUT RETIREMENT CONFIDENCE

This attention-grabbing infographic covers retirement topics you may not have
considered.

INFLATION & YOUR MONEY

It's important to understand how inflation is reported and how it can affect
investments.

VIEW ALL ARTICLES

ESTIMATE YOUR RMD

Help determine the required minimum distribution from an IRA or other qualified
retirement plan.

HOW COMPOUND INTEREST WORKS

Use this calculator to better see the potential impact of compound interest on
an asset.

MY RETIREMENT SAVINGS

Estimate how long your retirement savings may last using various monthly cash
flow rates.

WHAT IS MY CURRENT CASH FLOW?

Assess whether you are running “in the black” or “in the red” each month.

LIFETIME OF EARNINGS

Estimate how much you have the potential to earn during your working years.

PAYING OFF A CREDIT CARD

Enter various payment options and determine how long it may take to pay off a
credit card.

VIEW ALL CALCULATORS

RETIRING THE 4% RULE

A portfolio created with your long-term objectives in mind is crucial as you
pursue your dream retirement.

YOUR DNA TEST

Preparing for the unexpected can make all the difference if your family relies
on your income.

TUNING YOUR SOCIAL SECURITY BENEFIT

When should you take your Social Security benefit?

FORECAST

The market is as unpredictable as the weather. We'd love to help you prepare.

A BUCKET PLAN TO GO WITH YOUR BUCKET LIST

A bucket plan can help you be better prepared for a comfortable retirement.

BEHAVIORAL FINANCE

An amusing and whimsical look at behavioral finance best practices for
investors.

VIEW ALL VIDEOS


HAVE A QUESTION?

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CONTACT

Coleman Financial Advisory Group LLC

Office: (203) 756-7526Toll-Free: (800) 280-2399 Fax: (203) 755-2041

|

751 Watertown Avenue Waterbury, CT 06708

|

Info@ColemanAdvisoryGroup.com



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Securities America Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.





The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC.
It includes less than 13% of 2218 wealth managers in the state of Connecticut
area in 2017.
Award candidates are identified by one of three sources; firm nomination, peer
nomination or prequalification. Wealth managers were evaluated across ten
criteria: (a) Credentialed as an investment advisory representative or a
registered investment advisor; (b) Actively employed as a credentialed
professional in the financial services industry for a minimum of five years; (c)
Favorable regulatory and complaint history review; (d) Fulfilled their firm
review based on internal firm standards; (e) Accepting new clients; (f) One-year
client retention rate; (g) Five-year client retention rate; (h)
non-institutional discretionary and/or non-discretionary client assets
administered; (i) Number of client households served. (j) Educational and
professional designations. Favorable and unfavorable evaluations are included in
the score.
Each wealth manager is reviewed for regulatory actions, civil judicial actions,
and customer complaints. A favorable regulatory and complaint history is defined
by Five Star Professional to mean that the wealth manager has not: *Been subject
to a regulatory action that resulted in a license being suspended or revoked, or
payment of a fine; *Had more than a total of three settled or pending customer
complaints filed against them with any regulatory authority or through Five Star
Professional’s consumer complaint process; *Individually contributed to a
financial settlement of a customer complaint filed with a regulatory authority;
*Filed for personal bankruptcy; *Been convicted of a felony. Five Star Wealth
Managers do not pay a fee to be considered or placed on the final list of Five
Star Wealth Managers. Scores reflect an average of all respondents and are not
representative of any one client’s evaluation.
The Five Star award is not indicative of the wealth managers’ future
performance. Wealth managers may or may not use discretion in their practice and
therefore may not manage their clients’ assets. Working with a FIVE STAR Wealth
Manager or any wealth manager is no guarantee as to future investment success,
nor is there any guarantee that the selected wealth managers will be awarded
this accomplishment by Five Star Professional in the future. The inclusion of a
wealth manager on the Five Star Wealth Manager list should not be construed as
an endorsement of the wealth manager by Five Star Professional or the magazine.
Five Star Professional is not an advisory firm.

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regarding your individual situation. Some of this material was developed and
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Copyright 2024 FMG Suite.

Securities offered through Securities America, Inc. Member FINRA/SIPC and
Advisory services offered through Securities America Advisors, Inc. James W.
Coleman, Representative. Coleman Financial Advisory Group LLC and the Securities
America companies are nonaffiliated.

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