Michael Coates

• CERTIFIED FINANCIAL PLANNER^® (CFP^®)

• BA, Northern Kentucky University

Many of the clients I work with choose me because I’m a collaborative financial partner during the later years of their careers. When you’re in the final era of your work life, you need an equitable relationship with your financial advisor, so you feel empowered to make educated decisions that set you up for lasting financial success. 

If you’re feeling uncertain about how to prioritize your goals, I’ll help to develop a path to get you to retirement in the most efficient way possible. My job is to show you how to enjoy your money while leaving a financial legacy for your children.

Both of my parents were nurses before a car accident left my mother unable to work. That changed how my family thought about and handled money. They didn’t always make the best financial decisions, and that experience helped me realize that many people simply don’t have the right education around money. 

Now, I get to help you understand how money can support you in the most efficient way possible. No matter what financial decisions you’ve made in the past, I’m here to show you how to turn your retirement vision into reality.