TH E ADVISORY ADVAN TAG E
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value T HE VALUE O F AN ADVISORY PARTNERSHI P PADUCAH FI NANCIAL CONSU LTANTS Investement Center located at Paducah Bank & Trust Company 555 Jefferson Street | Paducah, Kentucky 42001 | Phone: 270.575.5728 Toll Free: 888.575.6223 | Fax: 270.575.6224 | www.paducahfinancialconsultants.com WEALTH MANAGEMENT Securities Research Holistic Portfolio Analysis Tax-Aware Investment Strategies Ongoing Performance Reviews Lifestyle Planning Sustainable Distribution Planning Regular/Event-Driven Client Interaction LEGACY PLANNING Disposition of Assets Accumulated Asset Title/ Beneficiary Review Gift/Estate Tax Management Trust Asset Management Life Insurance Needs Analysis Charitable Gifting Strategies Business Continuation WEALTH ACCUMULATION Retirement Planning Education Planning Debt Management Managed Portfolio Creation Expense Management Net Worth Snapshot Goals-Based Financial Planning Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Paducah Bank and Paducah Financial Consultants are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Paducah Financial Consultants, and may also be employees of Paducah Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Paducah Bank or Paducah Financial Consultants. Securities and insurance offered through LPL or its affiliates are: