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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
Planning for Today’s Retirement Reality
As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
When Markets React
When markets shift, experienced investors stick to their strategy.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.