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Coleman Advisory, LLC

Registered Investment Advisor

303 Cricklewood Square, #303I
Asheville, NC 28804

Phone:

843-991-9180

E-mail:

Contact Us

Please feel free to contact us with any questions.

Our Process

Please feel free to learn more about Coleman Advisory process.

About John Coleman

Please feel free to learn more about John Coleman and his business.

CFP® Code of Ethics

Please learn more about the code of ethics for Certified Financial Planners.

About John Coleman

Please feel free to learn more about John Coleman and his business.

Contact Us

Please feel free to contact us with any questions.

John W. Coleman CFP®, ChFC®, CLU®

Smiling man in a suit and tie with white hair.

Everyone needs a personal financial plan.  At Coleman Advisory, LLC, I strive to make financial advice and investment solutions accessible and affordable, with your best interest always first.  As you explore the website, you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this website to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.

I am here to help educate you about the basic concepts of financial management and to assist you in developing a well conceived and actionable financial strategy.  I hope you take advantage of the resources available on the website and check back often as I frequently add new and updated articles, videos and flipbooks. 

Gold CFP Certified Financial Planner logo

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Explains benefits of employee-stock ownership plans for succession planning.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

How much will it cost to pay off a loan over its lifetime?

How much Disability Income Insurance do you need?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck