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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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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Wintery Mix Hits Markets in January

Changing interest rate expectations impact markets at the start of the year Key Observations • Markets were mixed in January, with U.S....
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Women filing her taxes

2024 Tax Guide: Quick Takes for the New Year

View the 2024 income tax brackets, long term-capital gains tax rates and insights on some factors that may impact your tax situation...
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