WHAT WE DO
Planning for your financial success in these complex and uncertain times requires a broad knowledge of everything from tax laws to the best ways to avoid needless estate shrinkage. We prefer a team approach for clients and collaborate with accountants and other qualified professionals to work towards the best possible outcome for our clients. We offer independent advice and do not have any ownership interest in any of the products we may recommend.
Identify your goals
Analyze your current portfolio
Develop a comprehensive financial plan
Implement a plan with timely updates on a regular basis
Most importantly, we do not lose sight of one essential element – personal service. The true value of your planning is measured by the service you receive AFTER your plan is implemented.
We offer the following comprehensive planning services:
Risk Management
Retirement Accumulation and Distribution Strategies
Asset Allocation
Tax Planning
College Planning
Estate Planning
WHO WE SERVE
We specialize in serving government employees, and have extensive knowledge of CSRS, FERS, and Colorado PERA. Whether you’re saving for retirement, college, home improvement, travel, or other needs and dreams, Coleman Capital is here to help. We take the time to listen to you, understand your goals, and work with you to build a plan to get on track toward reaching those goals. Together, we will find opportunities that are aligned with your financial goals and protect the things you can’t afford to lose.
That’s why now, more than ever, you need a plan.
Federal and State Employees
Federal and state employees have distinct and complex retirement income benefits packages. Working with someone who understands and focuses on these programs/benefits is crucial to successfully plan for your retirement. Whether you need help navigating TTRS, PERA, CSRS, or FERS, allocating your TSP or 403(b), determining what FEGLI options are right for you, or calculating your Special Retirement Supplement (SRS) “bridge” payment, Coleman Capital has extensive experience and knowledge of these programs to help create a cohesive plan that incorporates all of your available options.
Federal and State Employees
Federal and state employees have distinct and complex retirement income benefits packages. Working with someone who understands and focuses on these programs/benefits is crucial to successfully plan for your retirement. Whether you need help navigating TTRS, PERA, CSRS, or FERS, allocating your TSP or 403(b), determining what FEGLI options are right for you, or calculating your Special Retirement Supplement (SRS) “bridge” payment, Coleman Capital has extensive experience and knowledge of these programs to help create a cohesive plan that incorporates all of your available options.
First Responders and Law Enforcement
You’ve dedicated your life to public service, and we are incredibly grateful. At Coleman Capital, we want you to have the same level of service and investment choices as your peers. We will introduce you to a variety of quality affordable options to supplement your retirement investment program.
First Responders and Law Enforcement
You’ve dedicated your life to public service, and we are incredibly grateful. At Coleman Capital, we want you to have the same level of service and investment choices as your peers. We will introduce you to a variety of quality affordable options to supplement your retirement investment program.
Families and Individuals
At Coleman Capital, we are committed to gaining a true understanding of what is most important to you, and the people you care about. Together, we will develop an intentionally crafted comprehensive financial plan reflecting your individual priorities and dreams.
Families and Individuals
At Coleman Capital, we are committed to gaining a true understanding of what is most important to you, and the people you care about. Together, we will develop an intentionally crafted comprehensive financial plan reflecting your individual priorities and dreams.
Business Owners
Business owners wear many hats and it is easy for your financial planning to fall by the wayside. Your personal and business finances are intricately linked and need to be properly integrated. At Coleman Capital, we will guide you through creating and sticking to a financial plan to help keep your business thriving, make sure you have enough to retire, meet your charitable goals, and effectively pass assets to heirs.
Business Owners
Business owners wear many hats and it is easy for your financial planning to fall by the wayside. Your personal and business finances are intricately linked and need to be properly integrated. At Coleman Capital, we will guide you through creating and sticking to a financial plan to help keep your business thriving, make sure you have enough to retire, meet your charitable goals, and effectively pass assets to heirs.
MY NAME IS PETER COLEMAN, AND I’M A RECOVERING ATTORNEY.
Peter J. Coleman, JD
I graduated from Pepperdine University School of Law in 1991, but it turns out the primary purpose of attending was to meet my amazing wife. She was working for the FBI at the time, and we have been married since 1992. I started my legal practice that same year, but later came across a book about alternative career paths for attorneys called “Running from the Law.” One of the options was financial advising. In 1996, I started a financial advisory practice and continued to run my legal practice simultaneously until 2002, when I chose to focus exclusively on providing financial advice.
I love what I do and am personally invested. I’m married to a government employee with the same federal retirement options as you, and I know the federal system inside and out. You can trust me to help you navigate the complexities of your situation and identify the best options to achieve your goals.
I grew up in Boston. My wife and I reside in the small town of Evergreen, Colorado, a beautiful community located in Rocky Mountains. We have two boys, Mickey and Paddy, who are both attending college in Kansas. When I am not working with clients, I’m likely enjoying the outdoors with my family, attending sporting events, skiing, woodworking, gardening, cooking, or reading a great book.
Check the background of investment professionals on FINRA’s BrokerCheck.
I was selected as a 2018 Five Star Wealth Manager by Five Star Professional. Five Star Professional uses its own proprietary research methodology to name outstanding professionals, then works with publications such as 5280: The Denver Magazine to spread the word about award winners. Each award candidate undergoes a thorough research process before being considered for the final list of award winners.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
Learn more about the Five Star Wealth Manager award at www.fivestarprofessional.com.
August 26, 2020: Cambridge is honored to be recognized Broker-Dealer of the Year1 in 2020 by Investment Advisor magazine. Cambridge is the only firm to achieve this recognition 13 times, making it the most honored firm in the history of this award – driven by the satisfaction ratings of independent financial professionals.