Smart Financial Planning| Trust Point | La Crosse, Eau Claire, Minneapolis
Smart Financial Planning

Improve Your Financial Future

Whether you are saving for retirement, your children’s college education, or for a down payment on that lake home, you need a trusted partner who can give you unbiased, personalized advice that will help you define your financial goals and then reach them.

Our financial services team includes an array of financial professions including: attorneys, Certified Public Accountants, Personal Financial Specialists and CERTIFIED FINANCIAL PLANNERSⓇ who are the industry standard in expertise and are held to an esteemed code of ethics. We will work with you to develop a customized financial plan that meets your goals.

Get started building your plan for the future and gain some financial peace of mind!

News & Insights

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10 Key Changes from Secure 2.0

After many previous efforts and false starts, the Consolidated Appropriations Act of 2023 (the “CAA”), which includes the more widely known, Secure...
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Middle-aged couple at financial meeting

6 Ways Donor-Advised Funds Help Clients Without Children

Individuals and couples without children are increasingly recognizing the benefits of donor-advised funds, often with the help of their financial advisors. Consider...
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Weekly Market Update

Weekly Market Update: Each week we will offer a very brief market update to help keep you informed on the latest. Want...
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