Coleman Capital and Risk Management, Inc. is an independent financial planning firm serving federal and state employees, first responders, law enforcement professionals, business owners, families, and individuals. The firm provides comprehensive guidance designed to connect clients’ financial goals with their circumstances, responsibilities, and priorities. Its services include risk management, retirement accumulation and distribution strategies, asset allocation, tax planning, college planning, and estate planning.

Coleman Capital uses a collaborative approach, working with clients to identify goals, review existing portfolios, develop a financial plan, and provide ongoing updates after implementation. The firm also coordinates with accountants and other trusted professionals when appropriate. It describes its advisory relationship as fiduciary and says its recommendations are intended to put clients’ interests first, with potential conflicts disclosed.

The firm has experience with public-sector retirement programs, including CSRS, FERS, Colorado PERA, and TTRS, and advises on accounts and benefits such as TSP, 403(b), FEGLI, and the Special Retirement Supplement. For clients who request it, planning can incorporate ESG, socially responsible, or other values-based investment preferences.