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Providing Financial Solutions for Business Owners & Private Clients

Providing Financial Solutions for Business Owners & Private Clients

Guiding business owners in pursuit of success for their families and employees through integrated tax, accounting, and financial services.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Working with Business Owners to Define the Future They Want

Working with Business Owners to Define the Future They Want

For themselves and for their employees

We provide integrated services focused on simplifying the complexities for business owners so they can focus on serving their clients and employees and stay on the right path for their goals in business and life. 

About Coleman & Associates

For Business Owners & Private Clients
Helping You Keep More of What You've Earned

Our integrated, tax-focused services ensure we help you focus on both investment strategies as well as tax efficient planning which means we’re the only stop you need to make for all of your personal and business financial planning needs.

Business Owners & Employees

Our team specializes in crafting business strategies that are aligned with your objectives. We are dedicated to helping business owners make informed decisions that lead to growth and wealth transfer beyond your working years.

Business Services

Individuals & Families

At Coleman & Associates, our financial plans are tailored to meet your needs at every stage of your financial journey. Our mission is to provide integrated tax, accounting and financial guidance to bring you opportunities that align with the future you desire.

Private Client Services

Tax & Accounting

We specialize in simplifying complex tax matters and financial reporting through integrated financial services. Whether you're an individual seeking effective tax strategies or a business requiring precise financial management, our services are personalized to meet your unique needs.

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An Experienced & Professional Partnership You Can Rely On

Meet the financial professionals at Coleman & Associates.  We build relationships for the long term, providing you with the advice you need to build the future you desire.

Rebecca M. Coleman

Rebecca M. Coleman

Registered Representative &
Investment Adviser Representative

Phone: 773-444-3105
Email: rebecca.coleman@ceterafs.com

Empowering Diverse Audiences

With a Singular Vision of Success

Business Owners & Entrepreneurs

We’re here to help you with finances so you can focus more on what matters: running your business. 

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Individuals & Families

We can help you navigate the variety of demands on your time and money as you build your wealth.

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Service &

Trade Businesses

We’re here to provide specialized guidance tailored to the unique needs of service and trade-based businesses. 

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Professionals & Executives

We can help you realign and re-prioritize your financial plan as you encounter career changes and transitions.

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Our Curated Resource Library

Equip yourself to make well-informed decisions by investing time in your financial literacy. We have the resources to help.

Make the Most of Retirement Without Losing Sight of the Plan

Make the Most of Retirement Without Losing Sight of the Plan

Spending in retirement is about knowing which purchases bring real satisfaction and which just cost money.
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Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Do Our Biases Affect Our Financial Choices?

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.
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A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Tax-Integrated Collaboration From a Team Helping You Pursue a Secure Financial Future

Tax-Integrated Collaboration From a Team Helping You Pursue a Secure Financial Future

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Call Us

773.444.3105

Address

8745 West Higgins Road

Suite 360

Chicago, IL 60631