Introduction
It all begins with a simple idea and the plan to make it happen. At Coffman Retirement, you’re more than just a client, you’re family. We take this time to get to know your goals and dreams before we talk about any products.
Strategy
Once we’ve established what it means to live your retirement the way you’ve always dreamed, we begin the plan of action to make that happen. We analyze where you are today, where you have come from financially, and what you will be able to achieve.
Monitor & Adjust
Now that the plan is enacted, we will keep a close watch on your finances for you. With frequent check-ins and adjustments, we will monitor your progress and discuss adjustments that will enhance your plan and keep in on course.
Certifications & Licenses
Wilson Coffman is a certified Financial Fiduciary, AHIP certified, CPLHI certified, LTC certified, Social Security Administration certified, NACFF certified, and apart of the ANSI National Accreditation Board.
