The key to enjoying your retirement is having the financial independence to live the lifestyle you want. Like all important decisions in life, this takes planning and commitment before you take the next step. Through our sophisticated planning process and a highly customized set of products and services, we can help make your retirement dreams a reality.

Create a Solid Retirement Plan
Through the U.S. Bank Private Client Group and our sophisticated 7-Step Financial Planning process, you have access to a team of professionals who can help you:

• Analyze your situation and formulate your retirement goals
• Understand your current retirement assets and the income they will generate
• Identify any potential shortfall
• Recommend how to fill any financial gaps before you retire

Manage Your Assets for the Long Term
A key part of your retirement income is likely to be influenced by your savings and investment strategies. Private Client Group investment professionals can help you identify your risk profile and choose a portfolio that can help minimize your risk and help maximize your returns.

Because we work exclusively with high income and high net worth individuals, we can provide experienced counsel to help you address risk associated with:

• Concentrated holdings such as company restricted stock or stock options
• Equity in your business or private partnership
• Investment real estate
• Specialty assets such as farm, forest or timber land, and oil, gas and mineral properties

Protect Your Retirement Assets
Retirement planning is about more than how to generate a comfortable income to fund your chosen lifestyle. A good plan will also help you protect your assets from unpredictable life events.

Our professionals can help you identify and address these risks with recommendations about:

• Life Insurance
• Long-term care insurance
• Disability insurance
• Buy-sell agreements

Leave a Legacy
Our Trust and Estate Planning professionals can help you manage the complexities of wealth preservation and distribution.

Besides helping you control the transfer of your wealth, our professionals can:

• Help you identify the most appropriate means to fund your children and grandchildren's education
• Work with you, your family and your trusted advisors to help you understand and assess your options, define a philanthropic mission and create the right vehicles that help maximize your gifting impact and help minimize your tax liability, while meeting your charitable giving priorities

We can help you achieve the financial independence you need to live the retirement life style you want. There is no better moment than right now to get started.

For more information, contact the Private Client Group