Do You Need a Second Opinion on Your Financial Plan?

Investors are not happy

The vast majority of people with $1 million or more in investible assets are not happy with how their investment portfolios have performed. According to a survey conducted by Russ Alan Prince and reported in the Wall Street Journal¹, 81 percent of million dollar investors fall into this category. Many are looking for second opinions about their portfolio management.

Opportunities and challenges abound

Instead of the noise, confusion and conflicts of interest that confront far too many investors today, we offer simplicity, prudence and confidence as we help you build a strong foundation for your financial future.

Today’s investment climate offers unprecedented opportunities, as well as challenges, for your financial well-being. The growth, preservation and protection of your wealth are our objectives at Coffman Wealth Management. Our mission is to help you take advantage of the opportunities, while avoiding any dangers.

Two fundamental concerns

For our clients, the primary concern is running out of money before they run out of time. Their second is that, upon their death, their money goes to their heirs. They want as little as possible of their assets going to taxes and expenses. Our job is to address and allay these concerns as we guide clients toward financial success.

Our guidance

We guide our clients by helping them first develop a clear picture of their present financial circumstances and an understanding of their financial goals. Then we create a well-defined strategy for achieving those goals. We provide ongoing advice to help them make adjustments when their needs change.

Our services cover all areas of wealth management, from investment consultation and retirement planning to risk management and estate conservation.

We maintain a fiduciary relationship

As fiduciaries, we have a legal and moral duty to put our client’s interests first and to act with the utmost good faith at all times.

We are legally required to act with the skill, care and diligence of prudent experts. In addition, we present our qualifications and compensation in writing and fully disclose any conflicts of interest.

You can be confident that the recommendations we make and the financial plans we provide will reflect your best interests.

Our invitation

If this is the kind of relationship you want with a wealth manager, we would like to hear from you. Instead of the noise, confusion and conflicts of interest that confront far too many investors today, we offer simplicity, prudence and confidence as we help you build a strong foundation for your financial future.

¹ Wall Street Journal, 09/30/2008, Wealthy Investors Stage Revolt Against Advisors