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 more 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

Understanding Market Downturns

Best Defense: Make a Plan and Stick to It Nearly everywhere you turn, from friends and colleagues to cable news shows, you...
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Looking at the stock market on a phone and computer

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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Retired Man and son looking at computer

The Basics of Medicare

Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65 and receiving Social...
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I’m Interested in Your Services Question about my 401(k)