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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
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Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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Knowing how insurance deductibles work can help you save money.
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A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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See how the purchasing power of a dollar has changed over time due to inflation.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
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See how your current savings rate and contributions may grow into retirement income.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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