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
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
What's My 2022 Tax Bracket?
Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.