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, annuity 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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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Lifetime Earnings

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Personal Inflation Rate

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

More Calculators →

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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