Find financial planners in Louisville

This Website provides general information related to financial issues faced by many elderly persons. This Website does not provide legal advice and Provider is not a law firm. None of Provider's employees, agents, or representatives are lawyers and they also do not provide legal advice. Although Provider goes to great lengths to make sure information

Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve clients in Kentucky, Indiana, Florida and a dozen other states and we offer a staff of five dedicated and qualified financial advisors, all of whom are CFP(R) professionals. We

What are the keys to success in finance? Very simple: having a plan that includes rationality, structure and discipline and then implementing the plan. Financial education is a passion of mine. I've shared this teaching adult courses at Bellarmine University, workshops, and volunteering for non-profits including Junior Achievement and the National Association