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Coffin Wealth Management

907 Trifu Terrace
The Villages, FL 31263

Phone:

(402) 366-3860

E-mail:

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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Welcome to our Web site: At Coffin Wealth Management, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

Outlines steps toward handling financial setbacks and emerging stronger.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Describes benefits of volunteer travel for personal growth and giving back.

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Estimate the future value of your current savings.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

This calculator can help you estimate your annual federal income tax liability.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck