Welcome to Coventry Financial Group
We are a financial services firm specializing in the development of investment strategies* and financial planning* carefully designed to help you pursue your financial goals. Our clients include individuals, families, local businesses, and charitable organizations. We serve our clients by using traditional wealth management strategies to develop an overall long-term plan which helps map out your financial future. We can also assist you with tax planning or diagnose the tax implications of a specific transaction. In either case, we provide a wide range of services, including, but not limited to: 401k Rollovers, retirement planning, investments*, insurance, asset protection, financial planning*, college planning, asset allocation*, and tax planning.
Whether your goal is to protect your assets, grow your net worth, pass along inheritance, or develop a retirement plan to ensure you don’t outlast your assets, we listen to you first and then create the most effective financial strategy possible to meet your needs.* These services are offered by Larry & Brian Coventry through their affiliation with HD Vest. Services We Offer Meet the Team Contact Us
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
There are things about Social Security that might surprise you.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Tips on insuring your teen driver.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
When should you take your Social Security benefit?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.