Coyman & Company
The Value Of Relationships
A boutique financial
and risk management firm
Specializing in wealth accumulation, tax mitigation, asset protection, and estate planning. We only manage guaranteed and insured assets, backed by the largest and most highly rated insurance companies. It is where we thrive and you profit.
Distinct Solutions
Thirty years experience utilizing cutting-edge tax mitigation and comprehensive risk and liability management concepts for high net-worth individuals and business owners.
Expert in insurance contracts designed to hedge and outperform speculative investments, generate tax-free income, transfer wealth tax-efficiently, and mitigate capital gains taxes.
Placed over $1 Billion of life insurance, annuity, and investment contracts.
Networking with the top Attorneys, CPA's, 1031 Experts, Money Managers, Family Offices, and Hedge fund experts in the country.
Previous and Current Licenses Held:
- Dept of Insurance 2-15
-Securities - Series 7
-Property and Casualty
David Coyman
President
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Experience:
-Created an arbitrage desk at Bear Sterns & Co... Capitalizing on inefficient price differentials in Gold between the Comex in NY, and the CME in Chicago.
-Managed a $40 Million minerals portfolio for the largest consortium of private mining companies in Peru
-Seasoned retirement income and estate planning expert utilizing life insurance and annuity contracts.
Publications:
-Global Investor,1995 ’How an Option Writer Manges risk” founded by Euro Money, the award-winning Capital Markets magazine, in London, England 1969.
-“The Action Letter” dedicated to managing risk and technical analysis of stocks, currencies, bonds and other publicly traded assets.
-Mr. Kayne is the director of The American Dispatch,
a publication of pictorial essays such as:
“The Retirement Detective”
“Tax Mitigation Equity Swap”
“Compounding Cash Derivative”
"Leveraged Life Insurance Design"
(Reports available upon request)
Current and Previous Licenses:
Dept. of Insurance-2-15 license
CFTC – Commodity and Futures Trading Commission
NFA- National Futures Commissions
Dept. of Financial Services -State of FL
Edward Kayne Director
Tax Mitigation
Whether selling a business, real estate, or converting to a Roth, taxes are inevitable. Mitigating those taxes with IRS compliant strategies provide you with more flexibility, freedom, and enhanced asset efficacy.
Wealth Accumulation
Accumulating wealth productively with guarantees, by protecting your assets from creditors, hedging the market, providing liquidity and tax-free income, with the potential to outperform all other asset classes.