Coats Financial Planning provides personalized financial planning and investment advice. Coats Financial Planning gathers information through in-depth interviews and prepares written recommendations. Recommendations may include cash flow management, college planning, tax planning, insurance review, investment management, retirement planning, and estate planning. Clients make the final investment decisions. Coats Financial Planning does not act as a custodian of client assets. Periodic reviews are conducted once or twice a year.
Fee Structure
Coats Financial Planning does not manage investments based on a percentage of your portfolio. Instead, they work with clients under an ongoing retainer service arrangement. They assist clients with their investments through advisor relationships at Fidelity and TIAA.
