Coleman Financial Group

Are you ready for the Great American Retirement Challenge?sm

Are you ready to chart your course to a more financially secure retirement?

With Coleman Financial Group you can be.

Coleman Financial Group is dedicated to helping you build confidence in your financial future.  With professional advice and personal service, you can better navigate the retirement planning process and work towards achieving greater financial security and independence.

We know that you’re busy, and often overwhelmed with managing businesses, careers and personal lives. We also understand that you need good information in order to make the best decisions for your life.You deserve comprehensive advice and solutions—without a sales pitch. We get it!

So, whether you’re thinking about retiring in 30 years or ready to retire in 30 days, we're here to help you with your financial planning, investments and insurance solutions. 

Accept the Great American Retirement Challengesm. Start by visiting our Learning Center where you'll find articles, e-seminars and other tools to help you better understand and navigate your way through the retirement planning process.

 

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Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

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