Planning made easy
Advice for milestones that matter
An integrated approach to planning
Planning made easy
Your goals are our priority. When you partner with Wealth Management professionals from U.S. Bank and U.S. Bancorp Investments, everything starts with you and your family.
Starting with an open and honest dialogue, we’ll work together with you to:
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Uncover your goals
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- Write down both your short- and long-term goals
- Connect each goal to a “why” – what’s the motivation behind each goal?
- Knowing your “why” can help you prioritize and stay focused as we work toward the “how”
- Write down both your short- and long-term goals
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Make a plan
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- Personalized for you, based on your unique needs, wants, and wishes
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Put it all together
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- Activating your plan involves fitting together all aspects of your financial life
- From cash and retirement savings to investments and estate planning, seeing your full financial picture can help you make steady progress toward the goals that matter most to you
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Review your plan regularly, adapt as necessary
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- Planning isn’t a “set it and forget it” task; your life changes and your financial plan should change with it
- Review at least annually with an advisor to make any adjustments
- Monitor your finances all in one place, anytime and anywhere, online or through the mobile app
The financial planning services provided are non-fiduciary consulting services. Financial planning services do not include: investment advice, trust administration, insurance, banking, asset management or other related services. U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.
Advice for milestones that matter
Over your lifetime, both exciting and challenging life events can have an impact on your financial well-being. Here are resources and tools to help you manage your finances during important moments.
An integrated approach to planning
Our approach combines banking and trust services from U.S. Bank Wealth Management and investment strategies from U.S. Bancorp Investments to help you see your entire financial picture, so you have a clearer path to your goals.
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 and U.S. Bancorp Investments is the marketing logo for U.S. Bank and its affiliate 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/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.
For U.S. Bank:
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Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, home equity and credit products offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.
For U.S. Bancorp Investments:
Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.
U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #OE24641.
Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.
The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1.800.289.9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.
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