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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
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Everyday conversations and simple habits can help kids build lasting financial skills from an early age.
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Managing Money as a Couple
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Giving Back in Retirement: New Strategies for a New Phase
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The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
Why You Should Invest in Your 401(k)
Did you know that your savings can compound over time?
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Surprises
Making the most of surprises is a great reason to work with us.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
The Rule of 72
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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.