Broker Check
 

 

 

The Cost of Procrastination What We Offer. Our Recipe for Success.

Access your account today!

Client Login

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

Calculators

Learn More

Presentations

Learn More

Articles

Learn More
 

Helpful Content

How Can I Save a Million Dollars?

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

 

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

View all articles arrow

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

View all calculators arrow

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Preparation is the Key to Retirement

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

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

View all videos arrow