Coats Financial Planning

CLOSED NOW

Tomorrow: 9:00 am - 5:00 pm

24 Years

in Business

Accredited

Business

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Tax Planning
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 pre-tax retirement assets over time rather than pay it out in taxes. At the end of the day, it is not what you earn that is most important – it is what you keep.

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Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: Phone: (502) 326-3010
Neighborhood: East Louisville
AKA: Coats Financial Planning, Inc.
Other Email: Email Business
Categories: Financial Planning Consultants, Financial Planners, Investment Advisory Service, Taxes-Consultants & Representatives

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Phone: (502) 426-0300

Address: 1303 Clear Springs Trce Ste 110, Louisville, KY 40223