Wealth Management

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Wealth Management

For over 85 years, Kentucky Bank has been offering trust services to our clients and their family members. Today, trust is only one of the many services we provide through our Wealth Management Department. Whether you are in need of estate planning, financial planning, money management, or trust management; Kentucky Bank is the place you can call home. We put our focus on our clients' needs, not a sales process. That is how we help build wealth and maintain it.

If you are interested in the services that we provide and would like more information, please fill out the form below so that we may better assist you. To use our Investment Calculators click here.

Retirement Savings Strategies and Needs Analysis

Structuring Retirement Income for Tax Advantages

Retirement Plan (401k, 403b) Rollover

Distributions to Spouse / Descendants after Death

Investment Guidance and Portfolio Analysis

Charitable Gifting During Life and After Death

College and Education Savings

Gifting to Children / Descendants

Insurance Solutions

Corporate and Co-Trustee Services

Debt Management Strategies

Executor / Trustee Determination

Comprehensive Financial Planning

Charity / Endowment Asset Management

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