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
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
For some, the social impact of investing is just as important as the return, perhaps more important.
Here are 5 reason why you may consider working through retirement.
Ascertaining the value of your business is important for a variety of reasons.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that vacation home, you invested the money?
You’ve made investments your whole life. Work with us to help make the most of them.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
If you died, what would happen to your email archives, social profiles and online accounts?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Make your retirement as exciting as your next vacation.