Learn about us
Coffman Retirement Group
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 strives to make a difference for each individual that walks into his office. He if the Founder and President of Coffman Retirement Group and has dedicated his career to help individuals better their retirement. He holds many professional designations to ensure his clients have all of the tools they may need at their disposal. Wilson is Social Security, Medicare, Long Term Care, Life & Health, Financial and Fixed Index Annuity Certified. For many years, Wilson has specialized in the areas of retirement planning, annuity, Medicare, and Social Security.
How it Works
Below is the process that you can expect to go through when you visit Coffman Retirement Group.
the crg process
How we do it in three easy steps.
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.
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.