Wealth Management Planning_Online Access for Easy Monitoring/Living Your Story 

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Access to your personalized wealth plan is just a click away at USBank.com. 

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As you work with your wealth management professional to identify and make progress toward your goals, you'll be able to monitor your activity conveniently online. 

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Our goals focused approach from U.S. Bank and U.S. Bank Core Investments is supported by secure financial planning technology. You are in control, with the ability to access all your accounts 24/7 so you can actively engage in your financial life when, where, and how it's easiest for you. 

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Keeping track of your complete financial picture is easier when it's all viewable in one safe, secure place. Online planning at USBank.com provides you with a single view of all your accounts, including everything from checking and savings, to your mortgage brokerage accounts, credit cards, IRAs, qualified plan accounts, such as your for a 401k, even accounts you may hold at other institutions. 

You can test the impacts of risks outside of your control, such as a potential market downturn or cuts to Social Security. And as your needs evolve over time, your wealth management professional can help adapt your plan to help you work toward meeting your goals both today and into the future. 

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Karen Wimbish, Senior Vice President, Head of Wealth Management Products and Segments, U.S. Bank Wealth Management 

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Our online planning experience is a great way for you to monitor and test what if scenarios. You can tell if you're on track to reach your goals by checking the confidence meter, which can help you focus on the success of your plan both today and into the future. You'll be able to instantly see how changing some of your expectations around how you spend and save now, when to retire in the future, and even the types of insurance coverage you carry can all impact your financial life. 

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The good news is that as you test different variables and planning drivers, your plan itself remains intact. Actual adjustments are only made when you and your wealth management professional agree that changes are necessary to keep pace with your evolving goals. Your online planning experience is designed to help you easily access your plan so you can manage all aspects of your financial life. 

With a clear view of your finances and a personalized plan for the future at your fingertips, you can feel more confident as you work towards realizing the goals that matter most to you and your loved ones. 
To learn how to make the most of today while preparing for your future, contact your wealth management professional, or visit USBank.com. 

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Logo, US Wealth Management, U.S. Bank, U.S. Bancorp Investments, USbank.com/wealth-management.html. Important Disclosures, Investment and Insurance products and services including annuities are not a deposit, not FDIC insured, may lose value, not bank guaranteed, not insured by any federal government agency. 

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 future results. It is not intended to present specific investment advice and should not be construed as an offering of securities or a recommendation to invest. Not for use as a primary basis for investment decisions. Investors should consult with their investment professional for advice.