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Investment Management
Fiduciary responsibility forms the basis of every decision we make on our client's behalf.
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Trust Planning
Our expertise allows us to offer several different types of trusts including but not limited to Revocable Living Trusts, Testamentary Trusts, and Charitable Trusts.
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Estate Planning
Estate planning is a serious business. It can make a real difference in the future welfare of our client's spouse, children, and extended family.
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Retirement Planning:
It is essential that everyone plans for retirement. Retirement planning is a dynamic process that requires consistent evaluation of needs and resources with the goal of allowing our clients to retain a comfortable lifestyle throughout a very important time in their life.
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Private Banking
Private banking is an exclusive subset of wealth management. It consists of banking services, lending, discretionary asset management and private one-on-one services offered by a single designated officer. Our clients trust their private banking officer to "run the show", so they can better enjoy life's pleasures while taking a more passive role in their financial affairs.
Employer Sponsored Retirement Plans
401(k) Plans - We incorporate all of the necessary components of managing a 401(k) plan to provide the greatest benefit to both the employer and the employees. While acting as trustee for the plan, we offer complete plan document and design services, provide educational and proactive communications to the plan administrator and participants, oversee the recordkeeping and plan administration, and provide the investment advisory and management services.
Retirement Planning
It is essential that everyone plans for retirement. Retirement planning is a dynamic process that requires consistent evaluation of needs and resources with the goal of allowing our clients to retain a comfortable lifestyle throughout a very important time in their life. It helps ensure that our clients remain in control of their financial situation and we offer many services to assist with this very important endeavor.

Trust Planning

A Better Tomorrow

Our expertise allows us to offer several different types of trusts including but not limited to Revocable Living Trusts, Testamentary Trusts, and Charitable Remainder Trusts. We counsel with our client's attorney and tax advisor to recommend and design the proper trust to satisfy our client's wishes and goals.

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Investment Management

Invest Wisely

Fiduciary responsibility forms the basis of every decision we make on our client's behalf. We customize solutions across a full range of asset classes, capitalizing on the expertise of specialists to identify opportunities where risks can be quantified and justified, so our clients can distinguish real value and risk in today's challenging markets

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Estate Planning

Transition the Family Legacy

Estate planning is a serious business. It can make a real difference in the future welfare of our client's spouse, children, and extended family. We meet with our clients in order to fully discover their goals and values and to design a plan that successfully transitions the family legacy from one generation to the next.

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A Division of Farmers National Bank | Danville, KY
Securities and/or insurance products offered by WealthSouth *NOT FDIC/ FINRA/SIPC insured *May go down in value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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