Learn about Coffman Retirement Group
get started with our process
At Coffman Retirement Group, we assist our neighbors and friends in the Huntsville, Alabama community to get on track towards a secure financial future heading into retirement. We value our community and all those within it. Everyday, we work hard to offer our community a variety of insurance products and annuities that pave a path towards reaching their financial goals. Their needs, goals, and demands are the ground on which we have built our business, and our greatest fulfillment lies in seeing our clients living the retirement life they’ve always dreamed of.
Wilson Coffman
President
Wilson Coffman strives to make a difference for each individual who walks into his office. He is the Founder and President of Coffman Retirement Group and has dedicated his career to helping individuals improve their retirement plans. He holds many professional designations to ensure his clients have all the tools they need at their disposal.
As one of only three individuals holding the designation of Certified Financial Fiduciary in the state of Alabama, Wilson’s top priority is always his clients. He forms a relationship with each client and works closely with them to understand their unique goals and to help them develop a plan. Wilson always keeps his clients’ best interests in mind and focuses on maintaining a transparent relationship.
Wilson grew up in Pulaski, Tennessee, before moving to Huntsville, Alabama. He is married to his wife, Tonya, and together they have built a large family with six children: Will, Anna, Christine, Noah, Ben, and Allison. His wife, Tonya, and their children are extremely important to him. Wilson would not be where he is today without the love and support of his family.
Certifications
AHIP Certified
Certified Professional, Life and Health Insurance Program (CPLHI)
Certified in Long Term Care (CLTC)
Social Security Certified
Retirement Transition Planning
Written by wilson coffman
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How we do it in three easy steps.
How it Works
Below is the process that you can expect to go through when you visit Coffman Retirement Group.
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.
