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

Developing a Roadmap to Your Financial Success

Creating a financial plan can often seem overwhelming, but it is an important step forward on your way to reaching your financial and personal goals. At Trust Point, we have financial professionals available to guide your journey to financial success.

We live in a digital world with easy access to information and misinformation. Robo-advisors await at the ready, but your financial future is far too important to leave to an algorithm, and your time is too important to research, plan, implement, monitor and adjust on your own.

Experts at the Wheel

Our financial services team includes an array of financial professionals 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.

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7 Step Process to Financial Planning

To customize a plan that fits your lifestyle and will achieve your goals, we use a seven-step process.

Step 1
Getting to know you
Step 2
Identifying and selecting goals
Step 3
Analyzing your current course of action
Step 4
Developing recommendations
Step 5
Presentation of recommendations
Step 6
Implementing the plan
Step 7
Monitoring progress and updating

News & Insights

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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Elderly couple discussing Social Security benefits with Financial planner

When To Take Social Security? (2024 Guide)

If you’re nearing retirement, you’re probably starting to think about when you should claim Social Security benefits. While there’s no right or...
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Credit cards on a table

Maintaining a High Credit Score When You are Retired

When people retire, they often retire one or more of their credit cards. They also tend to buy less than they did...
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Focused on the Future

We have over a century of experience guiding our clients to build and live their legacy. Our past can build your future. Our industry-leading experts will always give you research-based, impartial advice to achieve your goals.

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