Field & Main Advisory Services
Let’s put your investments to work. Choosing to invest is simple. Building a strong portfolio of investments is not. Field & Main Wealth Management’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:
- Customized portfolio construction
- A Local Investment Management team
- Active and index strategies
- Asset diversification
- Tax-sensitive investing
- Tax-loss harvesting
- Performance results with benchmarking
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:
- 401(k) options
- Traditional IRAs
- Roth IRAs
- Rollover Services
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
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 broker-dealer (member FINRA/SIPC). Investment advice offer through Western Wealth Management a registered investment advisor and separate entity from LPL. Insurance products are offered through LPL or its licensed affiliates. Field and Main Bank and Field and Main Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Field and Main Wealth Management, and may also be employees of Field and Main Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Field and Main Bank or Field and Main Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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
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 (Financial Institution) 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
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA’s
BrokerCheck®.
