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
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Learn about the rise of Impact Investing and how it may benefit you.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Lifestyle considerations in creating your retirement portfolio.
Without your knowing, your investment portfolio could be off-kilter.
In the face of divorce, making changes to insurance coverage may be overlooked.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What is your plan for health care during retirement?
Here are five facts about Social Security that might surprise you.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
What if instead of buying that vacation home, you invested the money?
What does your home really cost?
For women, retirement strategy is a long race. It’s helpful to know the route.