Coats Financial Planning

Claimed

CLOSED NOW

Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

Add Website

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

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.

Provided by

Places Near Louisville with Financial Planners

Extra Phones: Phone: (502) 326-3010
Categories: Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investments

Be the first to add a photo!

Hi there!
Be the first to review!

Click to Rate

Phone: (502) 426-0300

Address: 804 Stone Creek Pkwy, Louisville, KY 40223