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
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Optimize Your Tax and Investment Strategies

From charitable giving and tax-loss harvesting, to choosing a retirement planning vehicle that will work best for you, there are several strategies that can help you achieve tax-efficiencies. Our experienced professionals will work with you to create a customized plan to help you reach your specific goals.

News & Insights

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10 Key Changes from Secure 2.0

After many previous efforts and false starts, the Consolidated Appropriations Act of 2023 (the “CAA”), which includes the more widely known, Secure...
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Middle-aged couple at financial meeting

6 Ways Donor-Advised Funds Help Clients Without Children

Individuals and couples without children are increasingly recognizing the benefits of donor-advised funds, often with the help of their financial advisors. Consider...
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Planning for Post-Retirement Investing

Retirement is a time to experience and savor all the things you couldn’t do when you were working. Still, the transition into...
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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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