Welcome 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
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
There’s a link between debt and stress.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Retirees traveling abroad need to know that their health insurance travels with them.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, cracking the code on bonds.
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.