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

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
06/02/2026

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.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
06/01/2026

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.

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they mi...
06/01/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
05/29/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Your credit score may impact what you pay for auto and home insurance.
05/28/2026

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.

Business owners should consider a succession plan sooner rather than later.
05/27/2026

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.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
05/26/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
05/25/2026

"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.

When market headlines dominate the news cycle, it can be easy to feel pulled toward quick decisions. However, stepping b...
05/25/2026

When market headlines dominate the news cycle, it can be easy to feel pulled toward quick decisions. However, stepping back to focus on broader financial planning may offer a more measured perspective. Swipe through to learn more.

Market conditions will always continue to change and evolve over time, and having a clear understanding of your overall financial picture can help bring perspective to the noise. If you would like to discuss your specific finances, give us a call today.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
05/22/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Address

Brentwood, TN

Telephone

+12707269561

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