- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Georgetown, TX 78628
Austin, TX 78731
James Coffman is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Jimmy joined Austin Asset in 1998. As a member of the Wealth Planning team he leads client relationships, develops financial plans and supports the ongoing needs of his clients. His areas of expertise include investment analysis, retirement planning and tax planning.
He has assisted individuals and businesses with their financial, investment and business issues in Georgetown since 1972. He also served as a trust investment officer of large metropolitan bank for 7 years.
Jimmy graduated from Sam Houston State University with a bachelor’s degree in Business Administration. He earned the CFP® designation in 1996, was licensed as a Certified Public Accountant (CPA) in 1992, and received his Chartered Financial Analyst (CFA) designation in 1972.
Jimmy, a resident of Georgetown since 1972, is married to Jeannie C. Coffman. He enjoys biking, hunting and spending time with his son Kevin and two young grandchildren.