The Value of Relationships
Coyman & Company
We specialize in wealth accumulation, tax mitigation, asset protection, and estate planning. Our focus is on managing guaranteed and insured assets, working exclusively with the most trusted and highly rated life insurance companies to secure your financial future.
Financial Strategies
Personalized solutions for tax mitigation, asset protection, and wealth accumulation.
Expertise You Can Trust
A boutique financial services firm that prioritizes client services and expertise.
Serving Clients Across
the United States
As a boutique firm, we provide exclusive, hands-on service to our clients. Join the hundreds nationwide who trust us to protect and grow their wealth.
Clients
A Boutique Financial & Risk Management Firm
With over 30 years in business, Coyman & Company is a boutique firm that prioritizes personalized service and expertise. As Comprehensive Risk Advisors we focus on understanding the risks you are exposed to and don’t simply focus on rate of return and asset allocation.
Our unique approach allows us to provide one-on-one service, giving you the attention and care that larger firms can’t offer. We’ve helped thousands of successful clients with strategies that outperform speculative markets, minimize risk, mitigate taxes, and maximize growth. We do this using guaranteed and insured contracts from the largest insurance companies in the world.
At Coyman & Company, we combine experience and knowledge with personalized care, where we thrive and you profit.
Expertise & Services
Wealth Planning & Management
Coyman & Company specializes in strategies that help you grow, protect, and manage your wealth efficiently. Through tax mitigation and asset protection, we ensure that your wealth is optimized for long-term success and shielded from unnecessary risks. Our goal is to maximize your financial growth while minimizing any potential setbacks.
Estate Planning & Wealth Transfer
We employ estate planning strategies to transfer your wealth tax-efficiently to beneficiaries seamlessly and in accordance with your wishes. We do this using Wills, Trusts, Insurance designs, and other tax mitigation concepts which allow you to preserve your legacy for years to come. We focus on making sure your wealth is protected and efficiently transferred.
Risk Management & Financial Protection
At Coyman & Company, we take a proactive approach to identifying and managing risks that could impact your financial well-being. With financial risk analysis and the use of guaranteed and insured assets, we help safeguard your wealth against market fluctuations and unforeseen challenges. Our goal is to provide financial stability and peace of mind through sound risk management strategies.
Tax Mitigation
We use smart tax mitigation strategies to help you reduce your tax bill and keep more of your wealth. Our focus is on optimizing your financial growth while minimizing tax liabilities.
Asset Protection
We protect your assets from legal risks and financial uncertainties. Through asset protection strategies and insurance, we ensure your wealth is safe and secure for the future.
Trust and Will Planning
We create trusts and wills to ensure your estate is passed on smoothly and efficiently. These tools help reduce estate taxes and avoid probate, making your wishes clear.
Life Insurance Strategies
We use life insurance to transfer wealth to your heirs in a tax-efficient way, offering tax-free income and minimizing taxes on your estate. It’s an effective way to protect your legacy.
Financial Risk Analysis
We perform a comprehensive financial risk analysis to identify any potential threats to your wealth. Our goal is to protect your assets and ensure a stable financial future.
Guaranteed and Insured Assets
We specialize in managing guaranteed and insured assets that provide stability and peace of mind. With top-rated insurance companies, your investments are safe and secure.