YOUR PARTNER IN LIFE & WEALTH
When it comes to choosing a Financial Advisor, it pays to find help that will put you first
You want an advisor who looks out for your best interest and puts it above his or her own.
Doing what's in your best interest is broader than matching you to a financial product.
I believe financial services is much more than just numbers.
It's security in retirement and being able to sleep at night.
OUR TEAM
Cindy Gretschmann Phone: 574-273-5665 ext 347 cgretschmann@vpfgroup.com
View BioCindy Gretschmann
Mission StatementProviding our clients with peace of mind concerning sickness, death and money so they can truly live.
Advocating for our clients in prioritizing and protecting what matters most to them.
Professional Services
Long-Term Care Insurance
Life Insurance
Disability Income Insurance
College Funds
Retirement Strategies
Personal Financial Profiles
Professional Qualifications
Carleton College
California State University, Fullerton
Personal Information
Born in Taipei, Taiwan
Grew up in Huntington Beach, CA
Currently reside in South Bend, IN
Married to the love of her life, Benjamin, mother to William, Margaret, and Katherine
Jason Coffman
Phone: 574-273-5665 ext 311
jcoffman@vpfgroup.com
Jason Coffman
Philosophy/Mission StatementMy mission is helping my client family to identify, protect, & achieve their financial dreams using a unique process & innovative strategies.
Professional Services
Life Insurance Strategies. A death benefit from a life insurance policy can be used to:
- Help Repay Debts
- Help Replace Lost Income
- Help Cover Final Expenses
Investment Strategies
Sustained Retirement Income
Accumulation of Wealth
Estate Planning Strategies
Estate Creation
Estate Transfer
Long Term Care Strategies
Educational Funding Strategies
Social Security Retirement Benefit Strategies
Professional Qualifications
Bachelor´s Degree, Indiana University (South Bend), Finance
Personal
Jason started his career with John Hancock Financial Network in 2009 and has been in the insurance & finance industry since 2003. Jason & his wife, Jill, (both originally from Walkerton, IN) live in South Bend with their two boys Jaxon & Cadon. Jill, a graduate of Bethel College, works in the area in teaching at the elementary level. Jason enjoys spending time with friends & family, playing baseball, and cheering for Notre Dame.
Sabrina Scheirer
Phone: 574-318-4436
sabrinas@vpfgroup.com
HOW WE CAN HELP
Business
Savvy business owners know that delegation saves time and is fiscally rewarding. Let us provide advice and intelligence on financial matters outside your core business operating.
401k Employee Benefits
We can help you establish an employer sponsored plan for your company and/or help you manage your existing plan with your current employer.
Insurances
Protection from unforeseen events is an important part of any long-term financial plan. Insurances play an important role in protecting not just assets, but family and loved ones.
Investment & Asset Management
We carefully evaluate your needs & goals to create a personalized investment portfolio. We manage your portfolio on an ongoing basis, implementing your financial plan.
Financial & Retirement Planning
We review and analyze your financial dreams and goals, as well as your financial accounts (insurance, investments, 401 accounts, etc.) to create a personalized retirement plan and strategy.
College & Education Planning
College costs are rising faster than inflation. We can help you plan & save for college expenses using tax efficient investments.