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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
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Planning for Today’s Retirement Reality
As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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 Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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.