What do we do?

At W. David Coffman, CPA, CFP™, we want to help you do the following:

1. Develop a clear understanding of your current financial condition. Too many people do not really understand what they own, what they owe, or what financial risks they face.

2. Identify and define specific financial goals. What is really important to you? Where are you really trying to go?

3. Design and implement a financial plan that can help move you toward your financial goals. How can you focus your resources to begin moving from where you are now to where you want to go?

Specifically, we offer the following services:

1. Tax planning and preparation - we prepare tax returns and work with you to find ways to keep your taxes under control.

2. Financial planning - we evaluate your current financial situation in light of your goals to build a road map to help you move forward financially.

3. Investment portfolio management - we directly or indirectly (using third party managers where appropriate) provide investment advice to help you build and maintain an investment portfolio consistent with your financial goals and risk tolerance.

4. Estate planning - we evaluate your estate situation looking for potential tax problems and ideas for solving them. We also have relationships with competent estate attorneys who can assist you with any legal work in connection with your estate.

5. Retirement planning - we provide advice and services to help you accumulate and efficiently use your retirement assets. We can help you avoid making mistakes with your qualified plan rollover.

6. Investment securities - through Geneos Wealth Management, Inc., we offer securities products that may assist you in moving toward your financial goals and managing your financial risks.

7. Life insurance - we work with various insurance companies to make sure your family has the financial resources it needs in the event of your death.

8. Long-term care insurance - we work with various insurance companies to make sure your family has the financial resources it needs in the event you or your spouse should incur a need for long-term care either at home or in a care facility.

9. Disability insurance - we work with various insurance companies to make sure your family has the financial resources it needs in the event of an illness or injury that destroys your or your spouse's ability to earn the income that is supposed to fund your financial dreams.

Where are you trying to go financially? Can we help you get there?

If you are a conservative investor who appreciates the value of a relationship with a professional financial advisor and has investable assets in excess of $400,000, our services may help you take better control of your financial affairs.

Contact us at 512.258.0609 or through this website to make an appointment for a free, no obligation consultation to find out if our services can be of value to you.

Securities offered through Geneos Wealth Management, Inc., Member FINRA/SIPC.  Advisory services offered through W. David Coffman, CPA, CFP®.