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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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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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Estimate how much you may earn over your working years based on your current income.
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Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.