About Us

Coleman Financial Group is dedicated to providing quality custom financial management to individual investors. We focus on developing comprehensive flexible plans to help pursue your financial goals.  Life is constantly changing, everyone is unique, we strive to custom-tailor each investment portfolio and develop creative strategies necessary to work towards each client's goals. 

We discuss, learn, analyze and strive to understand all our clients’ needs, goals, and aspirations. We help identify all the obstacles between where you are and where you want to be. 

So whether your goals are to pass along a family business, secure a relaxing retirement, or leave a legacy for future generations we are here to help.