Jim Coleman
Guiding Wealth Decisions Across Careers, Retirement, and Generations.
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Serving Clients Nationwide
Guiding Wealth Decisions Across Careers, Retirement, and Generations.
Areas of Focus
- Business Owners
- Estate Planning
- Exit Planning
- Financial Planning
- High Net Worth
- Insurance
- Investment Management
- Legacy Planning
- Long-Term Care
- Multi-Generational Wealth
- Retirement Income Planning
- Retirement Planning
- Tax-Aware Retirement Income Coordination
- Tax-Efficient Planning
- Tax-Smart Distribution Planning
About Jim Coleman
Hi, I'm Jim Coleman. I'm the President and Founder of Coleman Financial Advisory Group. I am an independent Financial Advisor with more than 39 years of experience helping successful individuals, families, and business owners navigate complex financial decisions with clarity and confidence.Throughout my career, I have been committed to delivering highly personalized advice, taking the time to thoroughly understand each client's individual financial circumstances, goals, risk tolerance, and long-term priorities before developing thoughtful, customized strategies.
Recognized for my expertise in retirement income distribution planning, I developed the firm's Reliability of Income Model - a disciplined approach aiming to help clients create sustainable retirement income while seeking to protect principal, help improve long-term portfolio outcomes, and enhance tax efficiency. My planning philosophy is rooted in providing clients with confidence that their financial strategy can adapt to changing markets and life's evolving circumstances.
My leadership and innovative planning strategies have earned both regional and national recognition within the financial services industry. As a respected educator and speaker, I have been invited to share my expertise with financial professionals across the country. I am also the author of Educated Investing: Your Guide to Surviving and Thriving in the Fast-Paced Global Markets of the 21st Century, a guide focused on retirement planning and investing in dynamic markets.
Beyond my work with clients, I have dedicated much of my career to financial education. I hosted All About Money, a weekly financial talk show on WATR Radio in Connecticut, contributed financial columns to the Prospect Pages and other national publications, and served as a finance lecturer for the University of Connecticut's OLLI (Osher Lifelong Learning Institute) program.
Passionate about advancing professionalism and ethical standards within the financial planning profession, I am a member of the Financial Planning Association and serve as President of the Connecticut Chapter of the Society for Financial Awareness.
I earned a Bachelor of Science degree from Northeastern University with a double major in Finance and Marketing. I hold Series 7, 24, 66, and 99 securities registrations through LPL Financial, as well as Life and Health Insurance licenses.
Outside the office, I am a devoted husband, father of five, and grandfather of three. My commitment to family, community, and service reflects the same values that have guided my professional career for nearly four decades, helping others build lasting financial confidence while making a meaningful impact on future generations.
Affiliations
- Financial Planning Association
Primary Location
751 Watertown Avenue, Waterbury, CT 06708
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Coleman Financial Advisory Group
Coleman Financial Advisory Group LLC is a full-service financial services firm specializing in retirement planning, income strategies, asset management, and estate conservation. Our expertise is in helping provide you with solutions to work toward growing, managing, and preserving your wealth while also addressing your needs for safety and financial independence.Our Services
We treat every client as though they are our only client. Whether you are looking for retirement income planning, estate conservation, tax strategies, or investment management, through our comprehensive approach, we have tailored a proactive client service model that is specific to the individual needs and objectives of each client.
Rather than relying on surface-level projections, we conduct comprehensive financial evaluations that often exceed 200 pages and extend more than 30 years into the future, aiming to leave nothing uncovered. This long-range perspective allows us to examine how decisions made today may influence income, taxes, and financial flexibility decades from now. Through this level of analysis, we are often able to identify important pivot points - moments where a strategic decision can meaningfully affect long-term outcomes - as well as friction points, where taxes, market exposure, or structural inefficiencies may quietly erode wealth over time. Recognizing these dynamics early allows us to design strategies that emphasize thoughtful tax coordination, adaptable income planning, and long-term resilience. Just as importantly, it creates a framework that can be revisited and refined as circumstances evolve.
Who We Serve
Our team spans multiple generations of advisors, combining decades of experience with long-term continuity for the families we serve. Since 1990, we have worked with individuals, families, business owners, executives, physicians, and professional athletes who value disciplined analysis, careful planning, and a steady hand - particularly as they approach or enter retirement.
Our Philosophy
Coleman Financial Advisory Group LLC has a core belief and primary operating goal of becoming the most knowledgeable and valued advisors serving the financial needs of its clients. As an independent firm, we are committed to offering complete independent and personalized advice. We offer a full range of investment and financial services and have access to a wide array of solutions. We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
We believe comprehensive wealth management is not defined by products or predictions, but by disciplined analysis, structured decision-making, and the ability to adapt intelligently as life unfolds.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Coleman Financial Advisory Group LLC and LPL Financial are non-affiliated. For a list of states in which I am/we are registered to do business, please visit www.colemanadvisorygroup.com.
Education
Northeastern University, Bachelor's Degree, Finance and Marketing
Hobbies and Interests
- Family
- History
- Reading
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Physicians
- Professional Athletes
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5 Stars
5 Stars
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