Thursday, September 29, 2016

My retirement checklist - - Gmail

Your retirement checklist - - Gmail:

Real steps to meet your retirement goals.View as Web page     Log in to Online Banking
U.S. Bank | U.S. Bancorp Investments, Inc.
Real steps to meet your retirement goals
How prepared are you for retirement?
Get checklist
Map it out.
Our RealSteps> Retirement® approach includes four key objectives:
Reliable income
Asset growth
Asset protection
Legacy planning
Have you taken steps to address all areas?
Plan your journey.
94% of U.S. Bancorp Investments clients who have gone through the RealSteps> client experience with an Advisor feel better prepared for retirement.¹
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1. Client Experience Survey, U.S. Bancorp Investments Inc. 2014-2015.
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This material is based on data obtained from sources we consider to be reliable. It is not guaranteed as to accuracy and does not purport to be complete. This information in not intended to be used as the primary basis of investment decisions. Because of individual client requirements, it should not be construed as advice designed to meet the particular investment needs of any investor. Any organizations mentioned in this publication are not affiliates or associated with U.S. Bancorp Investments or U.S. Bank in any way. U.S Bank, U.S. Bancorp Investments, and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Clients should consult their tax or legal advisor for advice and information concerning their particular situation.
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RealSteps> ® is a registered trademark of U.S. Bancorp.
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