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Personal Banking



New Users
please contact Selina Shepherd 859-988-1317 or Jenny Hash 859-988-1337


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      The information listed below are some of the Trust Benefits we provide to our clients. If you are interested in speaking with someone in our Wealth Management department please contact us by filling out the form provided below.
      • Enhances our banking services by offering access to investment products and services. If you wish, we'll help you manage your funds.
      • Offers bill-paying services. We can provide an accounting of all receipts and disbursements plus tax information regarding your investments.
      • Allows an individual to have an objective third-party review of their investments. Investment options are discussed and decisions can be made based on your goals and desires.
      • Provides an impartial party to carry out the requests of the deceased as described in their will.

        If you are interested in the services that we provide and would like more information, please complete the form below so that we may better assist you.
         
        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
        First Name*:  
        Last Name*:  
        Email*:  
        Phone*:   () -
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        Note: This form is NOT a secured link. It is intended for general questions and comments only and should NOT include any confidential information such as account numbers, Social Security numbers, mother's maiden name, etc.

         

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