Access your account today!
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
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
View all articles 
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
View all calculators
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?