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A financial plan is like a blueprint for your financial life.

Clarify your goals and why they’re important to you.

 

How to set financial goals

Clearly see your entire financial picture, so you have the confidence to do what you want to do.

Key components of a financial plan

Gain peace of mind that you’re on track toward your financial goals, even through market volatility and economic uncertainty.

Strategies to protect your wealth

A financial plan can help you navigate milestones with confidence.

Over your lifetime, both exciting and challenging life events can have an impact on your financial well-being. Financial planning can help you feel more in control of your finances during important moments.

Starting a new job

7 financial questions to consider when changing jobs

Getting married...or divorced

Do you and your fiancé have compatible financial goals? 5 financial considerations in a divorce

Moving

Home sale proceeds: What to do with profit from house sale

Receiving an inheritance

Financial windfall: How to manage sudden wealth

A financial professional can help design a financial plan that flexes as your life, and the world around it, changes.

 

Picturing how you want to live and what you’d like to accomplish can effect your financial choices. Partnering with wealth professionals from U.S. Bank and U.S. Bancorp Investments can help you work toward the future you envision.

Whatever your goals, we’re here to help you make the most of your money now...

Review your investment portfolio to make sure it's properly diversified.

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Consider easing extra cash back into the markets with automated investing.

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Take advantage of high interest rates with a certificate of deposit (CD).

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...and into the future.

Ready to start planning?

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How we approach financial planning

Disclosures

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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.

U.S. Wealth Management – U.S. Bank is a marketing logo for U.S. Bank.

The information provided represents the opinion of U.S. Bank. This is not intended to be a forecast of future events or guarantee of future results.

U.S. Bank and its 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.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.