Advisory Services

Let’s put your investments to work. Choosing to invest is simple. Building a strong portfolio of investments is not. Field & Main Bank®’s strategists turn your hopes, dreams, and goals into financial plans with purpose. We offer a variety of investment options throughout Lexington, Cynthiana and Henderson, Kentucky, and Evansville, Indiana.

Wealth Management

Invest pre-tax dollars until withdrawal or retirement.

Do you need more cash on hand? Do you want to take bigger risks to gain bigger rewards? We help you make good decisions and structure your wealth properly with new, calculated tactics.

We offer:

Grow your wealth responsibly.

Smoothly disperse assets to family, foundations, or your favorite charity.

Our estate planning services include:

1031 Exchange

Reinvest the proceeds of a property sale into a new property purchase.

Disclosure: Field & Main does not give legal or tax advice. Field & Main only serves as an intermediary.

Retirement Planning

Your invested assets are divided among stocks, bonds, mutual funds, and even Certificates of Deposit.

An Individual Retirement Account can be customized to meet your specific needs.

It’s never too early to build your retirement portfolio with IRAs.

We offer:

FARM & LAND

Our services can secure your land holdings, ensuring they are passed on with pride.

Often, our customers inherit a farm but don’t wish to have direct involvement with management decisions. At Field & Main Bank®, our Farm Management services allow you to strengthen and preserve your farm so that someday, you can pass your farm on to future generations.

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We’re able to help you formulate a plan to get or keep it operating. We can help with:

Investments are not insured by the FDIC or any federal government agency, provide no bank guarantee, are not a deposit, and may lose value.

 

Investments​

Invest intelligently. Make sound monetary contributions for your future today.

Fiduciary Services​

Pass along your assets to your loved ones appropriately.

Investments are not insured by the FDIC or any federal government agency, provide no bank guarantee, are not a deposit, and may lose value.

Securities are offered through LPL Financial (LPL) a registered broker-dealer (member FINRA/SIPC)

Guided Wealth portfolios (GWP) is a centrally managed, algorithm- based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FurtureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FurtureAdvisor, LPL, and FutureAdvisor are not affiliates of such advisors. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

LPL CRS
https://files.constantcontact.com/a0dc25db601/25c6d293-7917-4fac-9228-aa8b4458df96.pdf

WWM CRS
https://files.constantcontact.com/a0dc25db601/365da67d-fe6f-4e11-baa2-765e4157fe9c.pdf

Bank CRS
https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

WWM ADV PART 2A FIRM BROCHURE
https://files.constantcontact.com/a0dc25db601/4bbde2d7-63fd-42a3-83cc-7a8ada79f9d9.pdf

WWM PART 2A APPENDIX 1
https://files.constantcontact.com/a0dc25db601/1e443c67-77dc-4f27-971b-9dd5d60ebce1.pdf

Field & Main provides referrals to financial professionals of LPL Financial LLC (LPL) pursuant to an agreement that follows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/discolsures/is-lpl-relationship-diclosure.html