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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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Philip R Coffman, CFP®, ChFC®, CLU®

Wealth Management Advisor

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

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