Team photo

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.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Philip R Coffman, CFP®, ChFC®, CLU®

Wealth Management Advisor

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck