Financial Advisors in Shively, Kentucky (Jefferson County)

Zachary Clark, CFP
Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a fee-only basis for nearly two decades. Today we serve clients in Kentucky, Indiana, Florida and a dozen other states and we offer a staff of three 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. Our client relationships are deep and are conducted exclusively on an ongoing retainer basis.
Our firm is unique and here are several 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. 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.... See More

Gregory Curry, CFA, CPA/PFS
At Pillar Financial Advisors, our singular focus is to help our community of clients achieve their most cherished lifetime financial goals. As such, we are a financial planning firm first, and a portfolio management firm only in the sense that the portfolios we manage for our clients are the funding media for their plans. An investment portfolio is simply a tool for the realization of our clients' goals; it is never an end in itself.Financial planning is simply the process of determining what you want to accomplish, how much time you have to accomplish it, and what resources (current and future) you bring to the table. Then a plan and investment strategy is developed for reaching your goals. Then, and only then, will we design a portfolio that, based on long-term historical performance, provides you the greatest likelihood of achieving all of your goals.Creating a well structured plan and a high quality portfolio of investments that are extremely well-suited to your long-term goals is the easy part. Then the real work begins as we become, in a very real sense, your behavior coach; helping you, over the next 30 years (or perhaps longer) to continue to make good decisions, and avoid making inappropriate decisions, about what to do and what not to do regarding your plan and portfolio.Our approach is goal focused and planning driven rather than being based on some attempt to outguess the economy or the market. We are convinced that all successful investing involves consistently acting towards the realization of goals and all unsuccessful investing is based on reacting to whatever the markets happen to be doing at the moment.We invite you to contact us to discuss how our planning approach can get you on the path of proactively achieving your goals.... See More

Brian Breidenbach, CFA, CPA/PFS, MBA

C. Travis Reader

We utilize cutting edge tools and techniquies to help clients make and implement effective money decisions. We pay particular attention to ways that our clients can improve their living standard, now and in the future. We are fee-only. We have no products to sell and do not recieve commissions from the products sold by others.... See More

Wealth Management Services.

Ralph Scearce, BS, CFP