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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
Estate Strategies to Grow Wealth for Generations
Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
College Savings
See how much you may need to save now to cover future college costs for your child.
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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.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.