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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
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.