mbc

 
Financial Management
   
Our Wealth Management Services

Custodian
 
A Custodial account is an agency relationship through which we, as agent, take various responsibilities for a customer's investment. We physically hold and protect the securities, collect and record the income, distribute it as directed and maintain proper records of gains and losses.
 
   
Investment Manager
 
The Investment Manager account is an agency relationship in which we, as agent, are solely responsible for the investment decisions regarding a customer's assets. An investment objective is determined at the time such an account is established.
 
   
Pre-Retirement Planning
 
Pre-Retirement Planning starts with a comprehensive analysis of an individual's financial and family matters. The result of that study is a detailed financial program that contains such items as budgeting and investing. In addition, an investment program will be created that meets the individual's desires and needs. This planning takes into consideration one's investment philosophy and life-style, so that the transition into retirement is made with financial security.
 
........................................................................................................
 
Please call 606-451-0388 for more information.
 
Our Financial Management services are not FDIC insured, not bank guaranteed and may lose value.
 
   
bullet
::
Wealth Management
Retirement Planning
Estate Management
Trust Services
  For the Corporation
   
Online Access Agreement | Privacy Policy | CD Disclosures | USA Patriot Act | Check 21 | FDIC Insurance Estimator