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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
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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See how your current savings rate and contributions may grow into retirement income.
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Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Work backwards from your savings goal to find the rate of return you'd need to get there.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Here is a quick history of the Federal Reserve and an overview of what it does.
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It’s never a bad time to speak with your financial professional about changes in your situation.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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What are your options for investing in emerging markets?
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.