Whether you are just starting out, own your own business or retiring, Kentucky Bank can help with a variety of savings strategies, including brokerage and trust services. We can help you to evaluate your investments, understand the ins and outs of estate planning and design a retirement plan. Please stop by and let us help you make the best decisions to reach your goals.
| Potential Clients | Trust and Investment Benefits Calculate!
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| Retirees receiving a lump-sum settlement from their employer. | Rolling over retirement benefits to an individual retirement account with Kentucky Bank's Wealth Management Department allows an individual an opportunity to receive information as well as advice on retirement investments. |
| Parents planning for college expenses. | Better late than never is excellent advice to all parents. The sooner parents begin a college investment strategy, the better. Kentucky Bank's Wealth Management Department can help establish an education trust for your children and grandchildren. |
| Individuals with money in multiple banks, credit unions or inherited cash or securities. | Kentucky Bank provides individuals banking services. Our Wealth Management Department enhances these services by offering investment opportunities and estate planning. If you wish, we'll help you manage your funds. |
| Self-employed persons. | Kentucky Bank's Wealth Management Department can provide a long-term retirement investment strategy for those individuals whose job offers no retirement plan. |
| Persons wanting higher or tax-free yields on their investment dollars. | Are you satisfied with your current return on investments? Our Wealth Management Department can offer information on tax-free income as well as various investment options. |
| Elderly persons who are not able to manage their money and need help in paying bills and accounting for their investments. | Our Wealth Management Department offers bill-paying services. We can provide an accounting of all receipts and disbursements plus tax information regarding your investments. |
| Persons wanting to invest in a variety of funds without the pressure of a broker wanting to buy/sell every other day. | Kentucky Bank's Wealth Management Department allows an individual to have an objective third-party review of their investments. Investment options are discussed and decisions can be made based on your goals and desires. |
| People wanting the bank to serve as the executor and/or trustee of their estate. | Kentucky Bank's Wealth Management Department provides an impartial party to carry out the requests of the deceased as described in their will. |
| Individuals and businesses wanting the benefits insurance coverage. | Our Wealth Management Department offers long term care insurance as well as term, whole life, universal, key man insurance and buy/sell agreements. |
