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Individual Services

Budgeting & Debt Reduction

Let us get you on the right track.

We will help with your budgeting and debt reduction needs by taking a look at your current situation and will formulate a plan to get you on the right track.

To learn about our budgeting & debt reduction services, contact our team today.

CONTACT OUR INVESTMENT TEAM TODAY


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BUDGETING BASICS


Learn to manage your debt.

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Individual Services

Charitable Giving Let us help you give back - We will help you meet your charitable giving goals.  We'll guide you in the ways to give the most to the places that mean the most to you.
College & 529 Saving for the future of our children - We will help you evaluate the different options for investing in your children's future education. We'll find the right fit for you and your goals.
Estate Planning Helping to give you peace of mind - We will help you through the planning process to determine the best way to handle your estate.  We can serve as executor and/or trustee to assure your intentions are carried out upon your death or incapacity.  Trusts can also be used to minimize estate taxes and to avoid probate delays.  We'll work with tax and legal professionals to develop a plan specific to your needs.
IRAs & 401(k)s Investing for your future - Let us develop an ongoing investment strategy to meet your retirement goals.
Retirement Planning Planning for your future - Let us compare your goals to your current financial position and develop a retirement plan customized for you.  From IRA's to Social Security, we're ready to answer any questions you may have.
 
Social Security You've contributed to it for years - Let us assist you in setting up your Social Security payments and ensure you're getting the maximum benefit.

 


Check the background of our investment professional, Mike Kasecamp, on FINRA's BrokerCheck.

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. CNB Bank & CNB Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CNB Wealth Advisors, and may also be employees of CNB Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CNB Bank & CNB Wealth Advisors.  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 
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
  • Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment  advice for compensation.
CNB Bank (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows 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 advisory services.

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Routing Number 052204359

NMLS #681652

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Call 800-754-4128

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