Coats Financial Planning, Inc. is a pioneering firm in Louisville, KY, offering financial planning and investment advice on a Fee-Only basis for over two decades. With a team of five dedicated and qualified financial advisors, all of whom are CFP professionals, they provide an independent, objective review of clients' financial situations and seek long-term ongoing relationships to help them meet their financial goals. Serving clients in Kentucky, Indiana, Florida, and other states, Coats Financial Planning puts the interests of their clients first in everything they do, ensuring a fiduciary pledge is in writing.
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