Coats Financial Planning

Coats Financial Planning is a financial planner in Louisville, KY. The firm specializes in offering comprehensive financial planning and investment advice on a Fee-Only basis for over two decades. Serving clients across Kentucky, Indiana, Florida, and more than a dozen other states, Coats Financial Planning boasts a team of five dedicated CFP® professionals who prioritize the interests of their clients above all else. Coats Financial Planning benefits from a complete and detailed business profile, providing potential clients with thorough insights into their services and team expertise. With a steadfast commitment to fiduciary responsibility, Coats Financial Planning stands out in Louisville’s financial planning landscape by ensuring that every client receives an independent, objective review of their financial situation and ongoing support tailored to meet their long-term goals.

Services:

• Comprehensive Financial Reviews
• Fee-Only Financial Planning
• Investment Advice
• Retainer-Based Client Relationships
• Trust Management