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BNI Dallas, Fort Worth, Austin, San Antonio
4105 W. Spring Creek Pkwy., STE 610
Plano, TX 75024
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TRACY COFFMAN

Phone 512-426-3756
Fax 512-298-0807
Website http://www.tracycoffman.com

Mr. TRACY COFFMAN
COFFMAN FINANCIAL
4131 SPICEWOOD SPRINGS, BLDG B-1
AUSTIN, TX 78759

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TRACY COFFMAN

COFFMAN FINANCIAL
Chapter: BNI FPC

Financial, Financial Advisor



My BusinessI believe there is more opportunity to serve my clients by helping them first avoid the losses than by picking the winners.

Ideal ReferralFriendly, responsible (married, happily married, children) and serious about their money.

Top ProductA "recession proof" product with an average rate of return of 7%.and many other benefits.

Top Problem SolvedWidowed client with two high school children. Set framework for college educations, marriages and future income and budgeting.

My Favorite BNI StoryThe success story about Square Cow Movers in our area.

My Ideal Referral Partner CPA or successful small business owner (1-30 employees), realtors, mortgage brokers and P&C insurers