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Financial Planning

Financial Planning

Clearly define your goals and create a strategy to address them with the help of our advisors from U.S. Bank or U.S. Bancorp Investments.

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

Wealth Management 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.

Comprehensive wealth management services include investment management, risk management and insurance2, private banking, trust and estate services and wealth planning.

2Insurance products and services are provided by U.S. Bancorp Investments.

*U.S. Bank named a 2017 “World’s Most Ethical Company®,” Ethisphere Institute, March 2017 (also 2016 and 2015); for more information about the ‘World’s Most Ethical Company’ designation and scoring methodology, visit; Ponemon Institute, “Most Trusted Companies for Retail Banking,” Oct. 25, 2016 (U.S. Bank has ranked number one for the past 10 years); #1 Most Admired Superregional Bank, Fortune magazine, February 2017; Barron’s “Top 40 Wealth Managers,” Sept. 17, 2016, ranked by client assets in accounts of $5 million or more as of March 31, 2016.

Investment products and services are:

Not a DepositNot FDIC InsuredMay Lose ValueNot Bank GuaranteedNot Insured by any Federal Government Agency

This information represents the opinion of U.S. Bank and/or U.S. Bancorp Investments and is not intended to be a forecast of future events or a guarantee of future results. This information is designed to be educational and informative. It is not intended to provide recommendations, to provide specific advice concerning retirement accounts and investment planning, or to meet the needs of any particular investor. Investors should consult with their investment professionals for advice concerning their particular situations.

U.S. Bancorp is the parent company of U.S. Bank and U.S. Bancorp Investments.

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:

Equal Housing Lender 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 is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments.
The information provided represents the opinion of U.S. Bank 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.

For U.S. Bancorp Investments:

Investment products and services 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.

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 An investor brochure describing BrokerCheck is also available through FINRA.

Get Started

Invest with an Advisor

Work with a dedicated advisor.

Call to Invest

Talk to a Financial Consultant at U.S. Bancorp Investments.

Invest on Your Own

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

Wealth Management

U.S. Bank provides comprehensive wealth management services including financial planning, investment management, trust and fiduciary services and private banking.

U.S. Bancorp Investments offers financial planning, investment and brokerage services.

U.S. Bancorp is the parent company of U.S. Bank and
U.S. Bancorp Investments.

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