Wealth planning: Envisioning your life (video 1 of 3 part series)

11.27.18 Back to video

Wealth Planning: Envisioning Your Life

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Title, Private Wealth Management. Logo, U.S. Bank. Text, Investment products and services are not a deposit, not FDIC insured, may lose value, not bank guaranteed, not insured by any federal government agency

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Text, Envisioning your life.

Circle, icons in the middle, car, phone, house, graduation cap, light bulb, plane flies across.

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Picture how you want to live today and the things you would like to accomplish in the future. Taking your life goals into account can help you determine the financial decisions you may need to take now as you work toward realizing your vision of tomorrow.

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Three icons form triangle, house, graduation cap, family. Text, Accomplish

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Achieving your vision of financial success doesn't just happen.

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Man and woman at coffee shop with laptop, smiling. Text, More than hard work.

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It takes more than working hard, spending smart, and saving.

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Couple with laptop at kitchen counter. Text, Thoughtful planning, true impact

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It also takes thoughtful planning to create true impact in your life for yourself, as well as the people and causes that matter most to you.

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Couple with young girl making s'mores.

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Whether you are thinking about custom credit strategies, trust and estate planning, business owner advisory services, or philanthropic giving, adopting a goals-focused planning approach may help ensure your vision is fulfilled, both today and tomorrow. Think of it as your financial life plan.

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Couples eating dinner, talking and playing golf. A mother and daughter read a book on a couch. Brad Scott, Senior Vice President, National Practice Strategy Leader, U.S. Bank Private Wealth Management

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Financial life planning marries the kind of life you wish to lead today with the goals you're pursuing for your future. It begins with wealth creation through your career, business, or other ventures, and maybe even an inheritance. A sound wealth plan based on your risk tolerances can set you on a path to potential asset growth.

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Three circles, path with arrows winding around them. Create, grow, protect.

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While future events may be difficult to anticipate, you can implement strategies today that may help protect you and your family against the unexpected as you continue to pursue your goals.

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Arrows from each circle point to larger circle below with family icon, Impact.

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An experienced private wealth advisor can help guide you as you consider a variety of options that enable you to increase the potential impact of your thoughtful planning by directing your assets toward the people and causes in your life that matter the most to you. Contact a private wealth advisor or visit privatewealth.usbank.com to discuss how to make the most of your today while preparing for your future.

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Logo, U.S. Bank. Important Disclosures, Investment products and services are not a deposit, not FDIC insured, may lose value, not bank guaranteed, not insured by any federal government agency. The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee future results. This information is designed to be educational and informative. It is not intended to provide recommendations, to provide specific advise 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 situation. 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. Equal Housing Lender Deposit products offered by U.S. Bank National Association, Member FDIC. Credit products offered by U.S. Bank National Association and subject to normal credit approval. Copyright 2018, U.S. Bank.

Important Disclosures