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Coleman Advisory, LLC

Registered Investment Advisor

303 Cricklewood Square, #303I
Asheville, NC 28804

Phone:

843-991-9180

E-mail:

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.

Our Process

Please feel free to learn more about Coleman Advisory process.

CFP® Code of Ethics

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

Our Process

Please feel free to learn more about Coleman Advisory process.

Contact Us

Please feel free to contact us with any questions.

John W. Coleman CFP®, ChFC®, CLU®

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. 

Encourages proactive dialogue to ensure financial well-being of aging parents.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Considering some important issues now could provide more options in the event of early retirement.

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Outlines steps toward handling financial setbacks and emerging stronger.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Use this calculator to determine whether you qualify for the different types of IRAs.

How much do you need to save each year to meet your long-term financial goals?

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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