Trevor N. Coe, Certified Financial Planner

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Brentwood, TN
Trevor N. Coe, Certified Financial Planner

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We are located at:
105 Robins Way, Ste 205
Russellville, KY 42276 Neither Kestra IS nor Kestra AS are affiliated with Levine Group, LLC.

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 residents 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

10/30/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

10/29/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

10/28/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

10/27/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

10/27/2026

As the end of the year approaches, now is the time to make sure your required minimum distributions (RMDs) are on track. Missing an important deadline or delaying a withdrawal without a plan could lead to unnecessary taxes or IRS penalties. Swipe to learn more.

If you have questions about RMDs or would like guidance on your retirement income strategy, contact us today. We're here to help you make informed financial decisions with confidence.

10/26/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

10/23/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

10/22/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

10/21/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

10/20/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Address

Brentwood, TN

Telephone

+12707269561

Website

http://www.levinegroup.com/

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