Wealth Management Planning_Personal Support for Success/Creating Your Plan_Master (DESCRIPTION) Text, US Wealth Management U.S. Bank U.S. Bankcorp investments. Disclaimer, Investment and insurance products and services including annuities are not a deposit, not FDIC insured, may lose value, are not bank guaranteed, and are not insured by any federal government agency (SPEECH) [MUSIC PLAYING] (DESCRIPTION) Text: Creating your plan. A couple looks at a tablet together. A chart with moving dots appears. (SPEECH) As you manage your day-to-day finances while looking ahead to the future, wouldn't you like to partner with someone who understands what's important to you, someone who can offer unbiased, objective advice on how you may get there? When you work with a dedicated wealth professional from U.S. Bank or U.S. Bancorp Investments, you'll have a single point of contact to guide your investment strategy backed by a team of specialists. (DESCRIPTION) Text, Wealth Management Team. A circular chart with you in the center and your relationship manager outside it. (SPEECH) Our U.S. Bank specialists offer banking, trust, planning, and investment support. While our U.S. Bancorp Investments team focuses on investments, planning, and insurance. (DESCRIPTION) Dots appear on the chart, wealth management banking, trust administration, investments, wealth planning, insurance (SPEECH) We provide the personal and online planning support you need to design a plan to help bring clarity and intent to your financial life. (DESCRIPTION) A couple talks in a kitchen. A man looks over paperwork in his shop. A man and woman outside a house with a Sold sign (SPEECH) The combination of personal support offered by your dedicated wealth management team and our goals focused online wealth planning tools enable you to more effectively manage your financial life today and better prepare for your future as you pursue the goals that matter most to you and your family. (DESCRIPTION) Peter Medin, CFP, vice president, wealth management advisor (SPEECH) Our planning process is a straightforward and collaborative approach that puts you in control. Engagement occurs between you, your wealth management professional, and our online planning tools to identify your priorities. Together, we'll design your wealth plan based on your personal circumstances. One of the unique elements that our wealth management team can bring to you is in-house support for your entire financial life. Planning shouldn't be all about the far distant future. You have a busy life and real financial needs that are happening now. (DESCRIPTION) A couple paints a room in their home. A pair of women sit outside and chat. (SPEECH) Wealth management from U.S. Bank and U.S. Bancorp Investments provides a comprehensive service set that can be implemented in a customized way to address your specific goals. (DESCRIPTION) A chart shows engage, design, implement and adapt in lobes. (SPEECH) From day-to-day finances, including car loans, credit cards, and mortgages, to longer term goals, like saving for your retirement, funding your children's education, and estate planning, we'll monitor and adapt your plan to help you meet your evolving needs today and into the future. (DESCRIPTION) Text, U.S. Wealth Management. U.S. Bank U.S. Bancorp Investments. (SPEECH) To learn how to make the most of today while preparing for your future, contact your wealth management professional, or visit USBank.com. (DESCRIPTION) u.s.bank.com slash wealth dash management.html. Investment and insurance products and services including annuities are not a deposit, not FDIC insured, may lose value, are not bank guaranteed, and are not insured by any federal government agency. U.S. Wealth management, U.S. Bank and U.S. Bancorp investments is the marketing logo for U.S. Bank and its affiliates U.S. Bancorp investments. The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell or buy any security. Investors should consult with their investment professional for advice concerning their particular situation. U.S. Bank, U.S. Bancorp Investments, and their representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and or legal advisor for advice and information concerning your particular situation.