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Client LoginWelcome 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
Helpful Content
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.