Where are Coats Financial Planning, Inc.'s Headquarters?

Coats Financial Planning, Inc.'s Headquarters are in 1303 Clear Springs Trace Suite 110,Louisville,Kentucky,United States

What is Coats Financial Planning, Inc.'s phone number?

Coats Financial Planning, Inc.'s phone number is +1 502-426-0300

What is Coats Financial Planning, Inc.'s official website?

Coats Financial Planning, Inc.'s official website is https://www.coatsfinancialplanning.com

What is Coats Financial Planning, Inc.'s Revenue?

Coats Financial Planning, Inc.'s revenue is $1 - 10M

What is Coats Financial Planning, Inc.'s NAICS code?

Coats Financial Planning, Inc.'s NAICS code is 523930

How many employees are working in Coats Financial Planning, Inc.

Coats Financial Planning, Inc. has 9 employees

What is Coats Financial Planning, Inc.'s Industry?

Coats Financial Planning, Inc. is in the industry of Financial Services

Who is Coats Financial Planning, Inc.'s President?

Coats Financial Planning, Inc.'s President is Stuart Coats

Coats Financial Planning, Inc.

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Description

A pioneering firm in Louisville offering financial planning and investment advice on a fee-only basis, after over 15 years in business, Coats Financial Planning, Inc. today serves clients in Kentucky, Indiana and a dozen other states and offers a staff of four dedicated and qualified financial advisors, all of whom are CFP® professionals. We provide an independent, objective review of your financial situation, and seek a long-term ongoing relationship to help you meet your financial goals. We think our firm is unique and here are several of the primary reasons to partner with us: We put the interests of the client first in everything we do 100% of the time. No exceptions. Make sure any advisor you hire will put that pledge in writing (other than NAPFA firms, few will). We are financial planners first. For instance, we emphasize tax planning as a way we can add significant value for a client at most any stage in life. We bring solid knowledge and application of the tax code and an understanding of how the client tax situation is likely to change over time. We use this insight to help the client keep a higher percentage of their retirement assets over time rather than pay it out in taxes. For those approaching retirement or already there, we offer rare expertise at crafting a retirement strategy that pulls all your retirement resources into a cohesive plan that is tax-efficient, sustainable and optimal for what is likely a multi-decade retirement period. On the investment side, we focus on low cost, tax-efficient and highly transparent investments and we maintain a long-term focus without the folly of trying to time the markets.
Headquarters:1303 Clear Springs Trace Suite 110, Louisville, Kentucky, United States
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Phone Number: +1 502-426-0300
Website: https://www.coatsfinancialplanning.com
Employees:9
Revenue:$1 - 10M
Legal Name:Coats Financial Planning, Inc.
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| NAICS Code: 523930 |
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President for Coats Financial Planning, Inc.

Stuart Coats

President

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