Mission Statement

Financial success happens by choice, not chance. Transforming aspirations into results takes discipline, acumen, hard work, and strategic financial planning. Our mission is to empower your vision of financial security through carefully guided planning with our professional Wealth Management Team. As your partner, we will work together to create a financial blueprint that guides you toward financial success and allows you to live your best life. 

Decisions and actions, or lack thereof, have a significant impact on reaching your future financial goals. Choosing to work with a team who has the ability and resources to best address those needs is imperative. As your trusted advisors, we will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan, designed to help you achieve your vision for the future. Our tailored approach, expertise, and attention to detail provide our clients with a truly unique experience.

Let Philip Coffman and his team help you ensure your financial future is all you want it to be.

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • ChFC® – Chartered Financial Consultant
  • CLU® – Chartered Life Underwriter

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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