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Financial Planning

Financial Planning

Our advisors can help you clearly define your goals and create a strategy to help address them.

Clearly defining your financial goals may help you live the life you desire. Your goals may include funding your child’s college education, launching a second career, purchasing a vacation retreat or retiring in comfort. Most agree that your goals are more likely to become a reality if you have a plan in place. Whether your goals are simple or sophisticated, having the right professional to help you develop a comprehensive financial plan may make all the difference.

When you partner with either U.S. Bank or U.S. Bancorp Investments, Inc., you’ll work with a financial professional to develop a plan that can help address your short- and long-term goals.

In your first meeting with us, your advisor will listen and learn more about you, including your lifestyle, interests, values and financial objectives.

  • The Cornerstones of Financial Planning

    These factors are the cornerstones of sound financial planning regardless of what stage of life you are in – newly married or starting over, with young children or setting the stage to retire.

    Working together, we’ll assess key variables that affect your financial choices, including the time you have to reach your goals and your risk tolerance profile. Then, your advisor can draw on and work with an experienced team of investment and insurance resources at U.S. Bancorp Investments and banking and trust resources at U.S. Bank to help make sure you have some of the best opportunities to pursue your goals.

    Your financial plan may address your goals related to:

    But creating a financial plan doesn't end there. It's also about monitoring the progress you’re making towards your goals. To help keep you on track, your advisor will continue to meet with you on a regular basis to review your plan and discuss your current situation and evolving goals. Your advisor does the legwork and is your single point-of-contact. Our financial planning process is designed to help you make the most of your available resources – not just money – but your time as well.

Our biggest accomplishments often begin with a simple desire. Turning that desire into reality usually requires serious planning and commitment. This may be particularly true with your financial goals. A comprehensive financial plan can help you work toward your objectives through every stage of life.

When you work with either U.S. Bank or U.S. Bancorp Investments, Inc., you won’t just have an advisor who will help you establish and continuously monitor, manage and adjust your plan. You’ll have a partner – someone who will keep an eye on tomorrow while you focus on what matters to your life today.

In today’s financial marketplace, most of us have more questions than answers. Our knowledgeable financial professionals at both U.S. Bank and U.S. Bancorp Investments, Inc. are here to help take the guesswork out of developing a comprehensive financial plan.

Find What's Right for You

Use Our Calculators

IRAs and Retirement

Private Client Services

Customize scenarios for:

  • Retirement
  • Education
  • 401(k)
  • Insurance

The right investment tools may play a critical role in working toward your retirement goals. Compare the potential tax advantages of Individual Retirement Accounts.

If you have investment assets of $100,000 or more with us, you can take advantage of Private Client Services.

Investment products and financial services are provided through U.S. Bank and/or its affiliate, U.S. Bancorp Investments.

Investment products are:

Not a Deposit Not FDIC Insured May Lose Value Not Bank Guaranteed Not insured by any Federal Government Agency

U.S. Bank, U.S. Bancorp Investments, Inc. and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.

For U.S. Bancorp Investments, Inc.:

Investment products and services are available through 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.

Insurance products including annuities are available through U.S. Bancorp Insurance Services, LLC, and U.S. Bancorp Investments, Inc.; in Montana, U.S. Bancorp Insurance Services of Montana, Inc.; and in Wyoming, U.S. Bancorp Insurance & Investments, Inc. All are licensed insurance agencies and subsidiaries of U.S. Bancorp and affiliates of U.S. Bank. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. CA Insurance License # OE24641.

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 www.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

Get Started

Invest with an Advisor

Work with a dedicated advisor. For people with $100,000 or more to invest.

Call to Invest

Talk to a Financial Consultant at U.S. Bancorp Investments. For people with $1,000 - $100,000 to invest.

Invest on Your Own

Set up a self-directed online brokerage account or IRA account with U.S. Bancorp Investments.

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