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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
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
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.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Year-End Moves to Help You Prepare for Retirement
Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?