Services

Colman Knight Advisory Group is a comprehensive firm. Your experience with us will always include our personal blend of expertise and insight, wisdom and experience. With our unique integral focus, we attend to both legal and financial matters within one firm. CK provides a wide variety of services, which we customize to meet your needs:

Wealth Management
Conscious Cash Flow
Wealth Accumulation/Distribution
Tax Planning and Preparation
Financial Transitions
Education Funding
Retirement Planning
Estate and Legacy Planning
Risk Management
Asset Protection
Philanthropy

In addition, we also offer:

Wealth Coaching

On a limited basis, Gayle devotes part of her practice to personal, private wealth coaching. For everyone there is an opportunity to explore your money relationship at a deeper level. Gayle's Wealth Coaching is a personal exploration to discover the myths, emotional responses, and experiences you carry about money and the beliefs you have about wealth in your life. Wealth Coaching is the beginning of a discovery that can lead to a more fulfilling and meaningful life. If you want to transform your relationship with money, private coaching is a valuable gift to yourself. Gayle is trained in the Strategic Coach program, and in the Hendricks Body Mind Coaching practice. To learn more, please visit GayleColman.com

Business Consulting

Many of CK’s personal financial clients are business owners. As part of comprehensive services, Rich offers these clients advice about the appropriate business structure to choose for startup or expansion, asset protection, tax savings, and reporting. Very often, Rich is able to assist families in receiving greater wealth from their ongoing business with the same or lower revenues. In addition, he has helped a number of clients in transitioning a family business to the next generation. On a limited basis, Rich is available for business consulting services to non-CK clients on a per project basis. If you, or someone you know, would benefit from expert business advice, please enquire about Rich’s availability.

Speaking Engagements & Workshops

Rich Colman and Gayle Knight Colman are nationally recognized public speakers on the subject of Integral Finance, Asset Protection, and The Interior Aspects of Money. In addition, Gayle facilitates workshops on a number of issues that relate to financial well-being. If you are interested in exploring more about speaking or seminars, please contact the CK office.