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

How to save money for retirement

SECURE 2.0 Act Paves the Way for Big Changes

*Please Note: A video overview of Secure 2.0 provisions can be found at the bottom of this blog. The SECURE 2.0 Act...
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Two elderly individuals looking at a computer making a retirement income plan

5 Critical Steps for Creating a Retirement Income Plan

We’ve said it before, and we’ll say it again: It’s never too early to start planning for retirement. Taking the first step...
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Image if graph over spreadsheet

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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