Building Your Financial Confidence
Using our proprietary GPS FORMula, we help you navigate financial complexity and empower you towards a life you desire.
The GPS FORMula
We spend time to understand and Discover what your individual goals and desires are. We then Design a customized program tailored to those needs, and through our proprietary process we Deploy your individual plan. Through our constant adjustments in response to life and financial events, we strive to keep your plan on track.
The 7 Pillars of Financial Guidance
Our 7 Core Pillars reflect the foundational areas that guide every client relationship at Coffin Financial Group. These pillars include Wealth Advisory, Risk Management, Tax Planning, Estate Planning, Cash Management, Philanthropy, and Value Added Services. Together, they form a comprehensive framework designed to support long-term financial success, with each component thoughtfully aligned to your personal vision and goals.
Christopher J. Coffin, CRPC®, TPCP®
Senior Vice President, Financial Advisor
Chris became a second-generation Financial Advisor in 2008, following in his father's footsteps. In 2023, he founded Coffin Financial Group to provide his clients with greater support.
*CRPC conferred by College for Financial Planning.
Nicole Heirs
Client Service Associate
