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:

  • Customized portfolio construction
  • A Local Investment Management team
  • Active and index strategies
  • Asset diversification
  • Tax-sensitive investing
  • Tax-loss harvesting
  • Performance results with benchmarking
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Grow your wealth responsibly.

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

Our estate planning services include:

  • Wealth transfer strategies
  • Custom trust solutions
  • Trust administration
  • Trustee services
  • Guardianship accounts
  • Estate settlement
  • Business succession
  • Real estate and agricultural services
  • Minerals, oil and gas management
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1031 Exchange

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

  • Our Trust Services team can help you navigate a 1031 Exchange by serving as an intermediary
  • You have the potential to defer all capital gain taxes under IRC Section 1031
  • We will work with your personal accountant and attorney

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

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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
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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:

  • Making decisions with tenant farmers, such as negotiating lease agreements
  • Marketing crops to obtain profitable returns and monitoring of planting intentions
  • Providing recommendations for best use of farmland
  • Updating water quality plans
  • Monitoring water quality for best management practices and cropping systems
  • Conducting property inspections
  • Enrolling, monitoring and filing for USDA government programs
  • Investing daily in a Federated money market fund
  • Collecting income from all sources and paying expenses
  • Distributing income as directed

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.
Investments​

Fiduciary Services​

Pass along your assets to your loved ones appropriately.
Fiduciary Services​