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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
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Saving for College 101
Here's a crash course on saving for college.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.