John Coleman-Financial Advisor

John Coleman-Financial Advisor The mission of my practice is to provide business owners, families and professionals with a customiz Please call today for a free retirement analysis.

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. My goal is to provide families and business owners with assistance in building their financial future. I am able to take complex financial issues and explain them in a simplified manner to the people I meet. My services include Retirement Planning, Asset Portfolio Management, 401K/

403B Rollovers, Insurance Planning, Estate Planning Strategies, and Tax Reduction Techniques. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1393 Veterans Memorial Highway, Suite 314N, Hauppauge, NY 11788 (631) 582-6400. The Quintessential Experience in Financial Services is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. John Coleman is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in New York. He is also insurance-licensed in New York. TC98141(1117)p

Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation.

Do you have a family member who is a recent grad?
07/11/2024

Do you have a family member who is a recent grad?

Learn personal finance tips on how to manage your money, prepare for emergencies, and secure your financial future.

What an inspiring story! "These habits helped me to save and invest over $1.7 million before turning 40, as a first gene...
07/08/2024

What an inspiring story! "These habits helped me to save and invest over $1.7 million before turning 40, as a first generation Filipino American woman and self-taught money nerd."

These habits helped me to save and invest over $1.7 million before turning 40, as a first generation, Filipino-American woman and self-taught money nerd.

Are you or a grandparent in your life spoiling the grandkids?
07/08/2024

Are you or a grandparent in your life spoiling the grandkids?

Of course you want to spoil your grandchildren. Who doesn't? You can do it in ways that won't teach them bad habits or set unrealistic expectations, though.

Happy Independence Day!
07/04/2024

Happy Independence Day!

Are you familiar with the difference between fixed and variable expenses? It's important to include both when budgeting....
07/01/2024

Are you familiar with the difference between fixed and variable expenses? It's important to include both when budgeting. Let's connect about your financial goals.

Knowing the differences between fixed and variable expenses is key. These expenses can be either recurring or one-offs and they affect your budget differently.

"Whether it's due to longevity, divorce or other lifestyle choices, nearly 80% of women will become solely responsible f...
07/01/2024

"Whether it's due to longevity, divorce or other lifestyle choices, nearly 80% of women will become solely responsible for their finances at some point in time." Let's connect to make sure you are ready.

If you’re not already well-versed in financial planning, it’s a good idea to get there now so you can proactively meet challenges rather than simply react to them.

Saving money can be a challenge, but also a great opportunity.
06/20/2024

Saving money can be a challenge, but also a great opportunity.

Saving money in today’s economy might sound like a steep challenge, but with the right tips, it is achievable.

One frequently overlooked dynamic of retirement planning is considering what kinds of activities will fill your time dur...
06/20/2024

One frequently overlooked dynamic of retirement planning is considering what kinds of activities will fill your time during your post-career years and how well your health will support those activities as you age.

When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older.

Have you recently inherited IRA or may you soon? What next steps will work for you? Let's talk about your options.
06/17/2024

Have you recently inherited IRA or may you soon? What next steps will work for you? Let's talk about your options.

When you inherit an IRA, you likely have a lot of questions. Do you need to take RMDs? When? How long do you have before the account must be cleaned out?

Are you aware of potential financial blind spots? Let's connect to make sure you keep your eye on important factors.
06/10/2024

Are you aware of potential financial blind spots? Let's connect to make sure you keep your eye on important factors.

To better protect your wealth, keep your eye on tax efficiency, appropriate insurance coverage and the possibility of multiple market outcomes.

Your family's journey to generational wealth can start today 🗓️
06/06/2024

Your family's journey to generational wealth can start today 🗓️

Time to make a retirement strategy. Talk to a financial professional to get started (or restarted!) today.
06/03/2024

Time to make a retirement strategy. Talk to a financial professional to get started (or restarted!) today.

Address

1393 Veterans Memorial Highway, Suite 314N
Hauppauge, NY
11788

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 3pm

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