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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
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Glossary of Scam Terms
A helpful glossary of current scams.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
How Families Can Build a Financially Informed Legacy
How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
The Values Shaping Your Financial Decisions
A look at how everyday spending, family gifts, and charitable giving can work together to reflect what you care about.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.