Coffman Wealth Management - Greenwood, Indiana

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Coffman Wealth Management: A Comprehensive Overview

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For individuals and families seeking expert guidance in navigating the complexities of financial planning, Coffman Wealth Management presents itself as a dedicated service provider. Located at Address: 1266 Lincoln Park Blvd, Greenwood, IN 46142, and reachable at Phone: 78886101, this firm offers a personalized approach to wealth management. Their website, Website: coffmanwealthmanagement.com, serves as a central hub for information and resources. Currently, Coffman Wealth Management has 0 reviews on Google My Business, and the average opinion reflects a 0/5 rating, indicating an opportunity for further client testimonials and engagement.

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Services and Specializations

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Coffman Wealth Management specializes in providing comprehensive financial planner services. This encompasses a wide range of offerings designed to help clients achieve their long-term financial goals. The firm’s core competencies include:

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• Retirement Planning: Developing customized strategies to ensure a comfortable and secure retirement. This involves projecting future income needs, optimizing investment portfolios, and exploring various retirement account options, such as 401(k)s, IRAs, and Roth IRAs.

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• Investment Management: Creating and managing investment portfolios tailored to individual risk tolerance, time horizons, and financial objectives. They utilize a disciplined approach, considering factors like asset allocation, diversification, and tax efficiency.

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• Estate Planning: Assisting clients in creating estate plans that effectively transfer assets to heirs while minimizing estate taxes and ensuring their wishes are honored. This includes wills, trusts, and power of attorney documents.

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• Financial Education: Providing clients with the knowledge and tools they need to make informed financial decisions. They offer workshops, seminars, and one-on-one consultations to address specific financial questions and concerns.

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• Insurance Planning: Assessing insurance needs and recommending appropriate coverage to protect clients and their families from unexpected financial losses.

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Coffman Wealth Management distinguishes itself through its commitment to building strong, long-term relationships with its clients. They prioritize understanding each client’s unique circumstances, goals, and values before developing a personalized financial plan.

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Accessibility and Amenities

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Coffman Wealth Management is dedicated to providing a welcoming and accessible experience for all clients. The office is equipped with several wheelchair accessible features, including a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. The facility also offers standard restrooms. Appointments are recommended to ensure adequate time for a thorough consultation and plan development. The firm’s commitment to inclusivity reflects its dedication to serving a diverse clientele.

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Location and Contact Information

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The firm’s physical location at 1266 Lincoln Park Blvd, Greenwood, IN 46142 provides convenient access for clients in the Greenwood area and surrounding communities. It’s situated in a professional setting, fostering an environment of trust and confidence. The firm’s phone number, Phone: 78886101, offers a direct line of communication for scheduling appointments and discussing financial matters. The website, Website: coffmanwealthmanagement.com, provides a wealth of information, including details about the firm’s services, team members, and client testimonials (although currently limited).

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Additional Points of Interest

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Clients can anticipate a professional and courteous environment. It’s advisable to schedule an appointment in advance to optimize the consultation process. The firm’s commitment to client satisfaction is evident in its focus on personalized service and ongoing support. Despite the absence of recent reviews, the firm’s dedication to accessibility and its core services suggest a solid foundation for building client trust. The firm's overall approach blends traditional financial planning with a modern understanding of client needs.

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"summary": "Coffman Wealth Management is a financial planner providing retirement, investment, and estate planning services with a commitment to personalized financial guidance and accessibility features.",
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