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

Passing Along Your Wealth and Values

Passing along a financial legacy to the next generation may ultimately benefit many future generations of your family — but only if...
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business owners looking at a computer

Exit Strategies for a Family Business Owner

The manager of a family business who is considering retirement often has four goals: paying as little in taxes as possible, keeping...
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Is Having A Retirement Mortgage A Good or Bad Idea? (2023 Update)

Is having a retirement mortgage a good or bad idea? If you’re planning for retirement, you should consider the pros and cons...
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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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