Wealth planning: Living your story (video 3 of 3 part series)

11.27.18 Back to video

Access to your personalized wealth plan is just a click away when you login at usbank.com. As you work with your Private Wealth Advisor to identify and make progress toward your goals, you’ll be able to monitor your activity conveniently online.

Our goals-focused approach from U.S. Bank Private Wealth Management is supported by secure financial planning technology. You are in control with the ability to access all of your financial accounts 24/7 so you can actively engage in your financial life — when, where, and how it’s easiest for you.

Keeping track of your complete financial picture is easier when it’s all viewable in one safe, secure place. Online planning at usbank.com provides you with a single-view of all your accounts — including everything from checking and savings to your mortgage, brokerage accounts, credit cards, IRAs, qualified plan accounts, such as your 401(k), even accounts you may hold at other institutions.

You can test the impacts of risks outside of your control such as a market downturn, risks associated with the potential costs of long-term care, and strategies to maximize social security benefits. And as your needs evolve over time, your Private Wealth Management Advisor can help guide you and adapt your plan to help you as you pursue your goals both today and into the future.

Our digital wealth planning tool is a great way for you to monitor and test “what-if” scenarios.. You can tell if you’re on track to reach your goals by checking the confidence meter, which can help you focus on the success of your plan both today and into the future. 

Our digital experience allows you to make informed decisions in the present with the ability to consider how those decisions impact your long-term plan over time. You’ll be able to instantly see how changing some of your expectations around spending and saving now, when to retire in the future and how you fund your legacy can all impact your financial life.

As you test different variables and planning drivers, your plan itself remains intact. Working with the guidance of your Private Wealth Advisor, you can implement changes to your plan anytime to keep pace with your evolving goals.

Your digital wealth planning experience is designed to help you easily access your plan so that you can manage all aspects of your financial life. With a clear view of your finances today and a personalized plan for the future at your fingertips, you can feel more confident as you work toward realizing the goals that matter most to you and your loved ones.

Contact your Private Wealth Advisor or visit privatewealth.usbank.com to discuss your financial life plan today.

Important Disclosures