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.
Helpful Content
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?