Broker Check

 900 Beasley Street, Suite 150
Lexington, Kentucky 40509
(859) 268-1189
whitney.sisson@ceterais.com
 
 

Client Commitment

At CVinvestments, we believe a comprehensive financial strategy that addresses both short and long-term goals can help clients pursue financial independence. As every client’s needs and goals are unique, we are dedicated to creating customized strategies that fit the client’s circumstances and can grow with them through the many milestones of life.

We take a "hands on" approach to financial guidance and believe in building relationships with our clients. We truly care about our clients and want to help them make their goals a reality. We do everything in our power to keep them focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

As our clients range in their age, financial situation, and needs, we help them address a wide range of questions and concerns they may have, such as:

  • Can I afford to send my child to college?
  • Are my investments working hard enough?
  • How can I create an investment portfolio without taking too much risk?
  • How can I maximize the value of my 401(k)?
  • When can I retire?
  • How can I create a steady stream of income that lasts through retirement?
  • What are the elements of a sound estate strategy?

Whatever our clients’ concerns, we can help. By working closely with them and understanding their individual needs, we believe we can better serve as a trusted source for information regarding retirement strategies, investing, managing risk, and protecting assets.