A Full Service Investment and Wealth Management Firm Serving Kentucky
A solid financial strategy is one that can grow with you through the many milestones of life. At CVinvestments, we strive to develop a comprehensive financial and investment strategy for clients that is customized to meet their unique needs. Our clients trust us to provide objective advice and recommendations and we do not take this responsibility lightly. We offer a full range of services and a toolkit of resources designed to help clients make informed decisions and feel confident in their financial future.
A division of Cumberland Valley National Bank, we work with a number of clients throughout Kentucky, including Lexington, London, Corbin, Williamsburg, Somerset, Richmond, and Berea. Wherever you are in life - whether you’re expanding your family, changing careers, or entering retirement - we seek to guide you through life’s transitions.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Tips on insuring your teen driver.
Here’s a guide to explain all the parts of Medicare.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A change in your mindset during retirement may drive changes to your portfolio.
Try these activities to keep your brain sharp.
At what point can you call a personal vehicle commercial?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Have you explored all your options when it comes to managing your taxable income?
Do you have causes that you want to support with donations? Here are three tips.
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The market is as unpredictable as the weather. We’d love to help you prepare.