Charter Wealth Strategies
Niko Coffman
Financial Advisor|CFP®, RICP®, CPA
The Best Way to Predict Your Future is to Create It
A Little About Me
Coming from a blue collar family, one of my strongest character traits is the willingness to work and dedicate myself to a vision greater than myself - and then doing anything in my power to make that vision become a reality for those I love and care about.
I was born local to Washtenaw County here in Michigan, and now reside in the nearby area close to family. My wife, Hayley, and I are as close to high school sweethearts as you can get without actually being. We have been together since 18 years old, and now have a beautiful two year old daughter, Milania, and newborn son, Novak.
Outside of work, I enjoy challenging myself mentally and physically with fitness. As a former DI hockey player who had to earn absolutely everything I ever got, I'm a huge advocate of pushing myself to maximum limits - I believe that life is about constant growth and contributing to others, so challenging myself in this way allows me to feel fulfilled knowing I've given each day my very best.
After the early wakeup to fulfill my commitment to my health, you can find me with close friends or family - the MOST important thing in my life. Everything I do in this world is for them, and I wouldn't be where I am, or in a position to do what I do without them.

Professional
Our mission is to guide our clients in understanding what's truly possible with their financial planning & wealth. We help our clients align their actions with intentions so they can achieve their desired outcomes for themselves, their families, and their businesses.
Education
Bowling Green State University, Financial Planning (BS)
Adrian College, Accounting (BBA)

Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Multigenerational Planning
Life Insurance Strategies
Disability Planning for Physicians & Dentists
Tax-Efficient Strategies