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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
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
5 Habits to Adapt Your Financial Strategy For Retirement
Build confidence with these 5 habits that can help you adjust and manage your income, spending, and savings in retirement.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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.
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.
College Savings
See how much you may need to save now to cover future college costs for your child.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?