Trevor N. Coe, Certified Financial Planner

Trevor N. Coe, Certified Financial Planner We are located at:
105 Robins Way, Ste 205
Russellville, KY 42276 Neither Kestra IS nor Kestra AS are affiliated with Levine Group, LLC.
(1)

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC and/or investment advisory services through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with reside

nts of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872. www.finra.org
www.sipc.org

Investor Disclosures

https://www.kestrafinancial.com/disclosures

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
06/23/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

It isn't whether you should have auto insurance - it's what kind you should have.
06/22/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

When it comes to retirement income, balance is key. The goal is not only to enjoy the lifestyle you have worked hard for...
06/22/2026

When it comes to retirement income, balance is key. The goal is not only to enjoy the lifestyle you have worked hard for but also to ensure your financial strategy can withstand changing market conditions over time. Swipe through to learn more about guardrails and flexible income strategies in retirement.

Retirement income planning is not one-size-fits-all. Flexibility can play a key role in helping your plan stay on track. Call us today if you would like to review your current strategy or explore your options.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
06/19/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Second homes have unique risks and insuring them is different than a primary home.
06/18/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Do you have a will? Is it updated?
06/17/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
06/16/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

There are ways to protect your business in the event of your death or the death of a partner.
06/15/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility,...
06/15/2026

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility, supporting long-term goals, and ensuring current spending aligns with the bigger picture. Swipe for key principles for preserving wealth for the future.

If you’d like to discuss your current financial strategy, spending structure, or long-term planning objectives, please contact us. We’re always happy to help.

A disability could keep you from work and increase costs. How can you protect yourself?
06/12/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Address

Brentwood, TN

Telephone

+12707269561

Website

Alerts

Be the first to know and let us send you an email when Trevor N. Coe, Certified Financial Planner posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Trevor N. Coe, Certified Financial Planner:

Shortcuts

Share

Category