Coffin Financial Services

At Coffin Wealth Management, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Our team of financial professionals is dedicated to providing personalized financial planning and wealth management services to help our clients achieve their goals.

Our Mission

Our mission is to provide comprehensive financial planning and wealth management services to our clients, empowering them to make informed decisions about their financial future. We believe in building long-term relationships based on trust, integrity, and personalized service. Our goal is to help our clients achieve financial independence and confidence, so they can focus on enjoying their lives and pursuing their passions.

Our Services

We offer a wide range of financial planning and wealth management services, including investment management, retirement planning, estate planning, tax planning, and insurance planning. Our team of experienced financial professionals will work closely with you to understand your unique financial situation, goals, and objectives, and develop a personalized plan tailored to your needs. We believe in taking a holistic approach to financial planning, considering all aspects of your financial situation to provide a comprehensive and integrated plan.

Our Process

Our financial planning process is designed to be thorough, comprehensive, and personalized. We begin by gathering information about your financial situation, goals, and objectives. We then analyze your data and develop a personalized financial plan, which we review with you in detail. Once you approve the plan, we implement the strategies and monitor your progress regularly, making adjustments as needed to ensure you stay on track to achieving your goals.

Our Commitment

We are committed to providing our clients with exceptional service, expert guidance, and personalized attention. We believe in building long-term relationships based on trust, integrity, and mutual respect. Our goal is to help our clients achieve financial independence and confidence, and we are dedicated to helping them every step of the way.