Coughlin Agency

Empowering Your Retirement with Confidence

Free Seminars | Living Trust Planning | 35+ Years of Expertise

Are you between 55 and 70 and wondering if you’re truly prepared for retirement? With over three decades of experience, David offers straight forward, no-pressure financial education to help you make informed decisions about your future. Everything we do is built around trust, clarity, and care.

Meet David

A Trusted Voice in Financial Education

David has been helping individuals and families prepare for retirement and protect their financial future for many years. His mission is simple: to empower people with the knowledge they need to make sound financial decisions.

David specializes in retirement income planning and estate protection through living trusts. His seminars are designed to be educational, not sales driven. Whether you’re approaching retirement or already in it, David is here to help you simplify the estate and retirement income planning process for you and your family

      Our Services      

Clear Guidance. Trusted Expertise. Real Results.

Free Educational Seminars

Join one of our complimentary seminars to learn what you need to know about living trusts, and estate planning in a brief forty-five-minute educational meeting.

  • We discuss the benefits of living trust planning
  • Perfect for individuals and couples aged 55–70
  • Everyone can benefit from these seminars regardless of your net worth

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Living Trust Review

Do you already have a living trust? We offer you a complimentary review to ensure that your living trust is up to date and aligned with your current wishes.

  • Identify gaps
  • Update outdated information
  • Make sure your assets are protected

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Retirement Income Planning

You’ve worked hard—now let’s make your money work for you in retirement. We’ll help you create a personalized income strategy that ensures your savings last.

  • Safe withdrawal strategies
  • Principal protection
  • Income streams you can’t outlive

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Why Choose Us?

Trusted Financial Experts for Retirement Planning

Planning your financial future doesn’t have to be stressful or overwhelming. We offer personalized financial guidance designed specifically for retirees and those close to retiring. Our mission is simple: to give you clarity, confidence, and control over you’re your estate plan.

Whether you’re looking to protect your legacy with a living trust, attend a free educational seminar, or ensure your  income lasts through retirement, we’re here to walk you through every step—without the sales pitch.

  • Personalized Insurance Advisory
  • Specialized for Retirees (Ages 55-70)
  • Free Financial Education Seminars
  • Trust Services
  • Transparent & Client-Focused Approach

      Frequently Asked Questions        

Living Trust & Estate Planning

Do I really need a living trust if I have a will?

Yes, a living trust helps avoid probate, keeps your affairs private, and ensures quicker distribution of your assets.

How much does it cost to attend a seminar?

All seminars are 100% free of charge.

I already have a trust. Can you still help?

Absolutely. We offer complimentary trust reviews to help you identify any outdated language or missing elements.

What makes you different from other planners?

Our focus is on financial education first and foremost. We believe having the right information empowers our customers to make better financial decisions. Our transparent, straightforward approach ensure everything is focused on your needs

Still Have Questions?

       Seminars        

Attend a Free Financial Seminar Near You

Educational. Empowering. Always Complimentary.

Our in-person seminars are held throughout the region and are perfect for those looking to understand the ins and outs of living trust planning.

You’ll learn:

  • How to avoid probate
  • The importance of a living trust (even if you think you don’t need one)
  • Ensure your estate is distributed at your death in the way you intend

Contact Us

Let’s Talk

We’re Here to Answer Your Questions.

Ready to attend a seminar?
Need a complimentary living trust review?
Want a retirement income plan?

We’re just a call or message away.