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

If you thought that payouts from life insurance are tax-free in all cases, think again.
06/08/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term we...
06/08/2026

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term wealth and financial independence when it is aligned with your broader financial plan. Swipe for more information.

Our team helps evaluate how a home purchase fits alongside retirement savings, investment strategy, and cash-flow planning.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/05/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

If you died, what would happen to your email archives, social profiles, and online accounts?
06/04/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

Even if you’re young and single, you should still consider protecting yourself with insurance.
06/03/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

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.

Address

Brentwood, TN

Telephone

+12707269561

Website

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