We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

• Understand your goals: Through an intensely personalized approach, we discover what your retirement goals are. Whether it’s travel, a new hobby, or spending more time with the people you love, we’ll help you strive for your ideal retirement.
• Analyze your current position: To plan a meaningful retirement, you need to know where you currently stand. We’ll help you build an in-depth financial inventory to use as part of our retirement planning process.
• Develop your plan: We’ll work with you to create a retirement plan that aims to address them. When we’re done, you’ll not only have a better understanding of your investments, and what you need to fund your retirement lifestyle, you’ll also be better equipped to handle any shortfalls.
• Implement your plan: As you move closer to retirement, we’ll work with you to ensure the plans are implemented in a phased and orderly manner. The goal of our retirement planning approach is to make your transition to retirement as seamless and stress-free as possible.
• Support you in pension and benefit decisions: We’ll be here if you need advice on Government or Employer pension and benefits: when to apply, how to apply, what to do with your funds, and much more.
• Partner with you in retirement and beyond: A long and fulfilling retirement takes multiple facets of your financial picture into consideration: health care, long-term care, insurance, legacy planning, and charitable giving. Our financial professionals will be here for you when you need advice in any of these areas.
• Provide ongoing reviews: We’ll continue to review your retirement plans, and consult with you about any changes or updates needed to address your evolving retirement lifestyle needs.

Holistiplan is our a tax planning and scenario‑modeling platform designed specifically for financial planning.

Taxes affect many financial decisions throughout the year, yet the impact is often hard to see in advance. Holistiplan helps simplify this by turning your tax return into clear visuals and allowing us to model potential strategies before decisions are made.

With this platform, we can evaluate how different choices may affect your tax picture over time, helping bring more clarity and intention to tax‑related planning.

Through Holistiplan, we can:

• Review your tax return in a clear, visual format
  
• Model “what‑if” scenarios such as Roth conversions, charitable giving, or income timing
  
• Compare strategies across multiple years, not just the current tax season
  
• Identify opportunities to better align tax planning with your broader financial plan
  

As part of this offering, I am able to review and discuss these scenarios with you, helping ensure tax decisions are coordinated with your overall strategy. This is a planning tool and does not replace your CPA or tax preparer, but it allows for better coordination and fewer surprises.

If you would like to learn more or explore how this could apply to your situation, please reach out or we can incorporate it into an upcoming meeting.

Chris Coffin holds the Tax Planning Certified Professional® (TPCP®) designation from The American College of Financial Services. This industry-recognized credential signifies advanced expertise in tax planning, including strategies for complex tax situations, retirement and investment planning, estate considerations, and optimizing tax advantages for individuals and business owners.

Tax planning is a critical component of long-term financial success, and with the TPCP® designation, Chris Coffin joins an elite group of advisors equipped to navigate evolving tax laws and deliver tailored, tax-informed financial solutions. This achievement enhances Coffin Financial Group’s ability to serve clients and the community with excellence.

TPCP® professionals are educated by The American College of Financial Services, an accredited institution with nearly a century of academic leadership, committed to applied financial knowledge, lifelong learning, and ethical standards.

Learn more about how working with a TPCP® advisor can help you minimize tax burdens and achieve your financial goals at https://insights.theamericancollege.edu/why-tpcp/