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Richard L. Coles, CFP®

D. Scott Neal, Inc.

PO Box 2010
Lexington, KY 40588-2010
Phone: (859) 254-3036
Fax: (859) 233-1294

Toll-free: (800) 344-9098

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Disaster Recovery
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Getting Married
  • Retirement
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.