Financial Planning Focused On Your Goals

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

Receiving an inheritance

Financial windfall: How to manage sudden wealth

Losing a loved one

Financial steps to take after the death of a spouse

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.

Consider easing extra cash back into the markets with a robo-advisor.

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

...and into the future.

Retirement planning

Paying for a life event or major purchase

Leaving a legacy

Funding an education

Ready to start planning?

Find an advisor or banker

Request a call

How we approach financial planning

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 | 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. Each individual's 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:

Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.

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

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 #0E24641.

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.

U.S. Bancorp Investments Order Processing Information.