Bill Coffey was born and educated in Dublin, Ireland. Having established a financial planning firm while still in his twenties, Bill came to the United States in 1982. Bill then worked as an administrator in The Guardian Life Insurance Company of America’s pension department in Houston, Texas. In 1984, Bill was named a Vice President. By 1987 the department’s revenues had grown by 250%.
In 1991, Bill established his own firm specializing in designing qualified retirement plans for closely held businesses. During this time Bill earned the FLMI (Fellow of the Life Management Institute) designation from the Life Office Management Association. Since then Bill has established a clientele throughout the country. He is the Senior Pension Consultant for Peachtree Planning, with whom he affiliated in 1999.
Bill believes that successive legislation, beginning with EGTRRA, has created an unprecedented opportunity for tax planning through retirement plans for high income business owners.
Bill and his family live in East Cobb and he is a keen tennis player.
His office is located at 5040 Roswell Road, Atlanta, Georgia 30342. The phone number is 404-260-1641 and the fax number is 404-260-1741. His email address is Bill.Coffey@peachtreeplanning.com.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) California Insurance License # 4053011