U.S. Bank

More Info

Email

Email Business

Extra Phones

TollFree: (800) 275-8777

TollFree: (800) 872-2657

Brands

visa

Payment method

debit, master card, visa

AKA

U.S. Bank ATM

Other Link

http://www.usbank.com

Categories

Banks, Commercial & Savings Banks, Financial Services, Loans

Phone: (615) 859-4725

Address: 460 Long Hollow Pike, Goodlettsville, TN 37072

Financial Planning
Whether you prefer online investing or personalized financial planning guidance â€“ or want a little of both â€“ we have options to meet your needs.
Retirement Planning
Simplified Employee Pension Plan (SEP) â€“ a tax-deferred retirement plan for anyone who is self-employed, owns a business, employs others or is an independent contractor
Annuities
Planning ahead enables you to be better prepared to manage your retirement income. Considerations may include pensions and annuities, drawdown strategies and the age you choose to retire.

Wealth Management
Depending on your timeline, creating a custom investment portfolio may be an effective way to fund a major purchase. Wealth Management from U.S. Bank and U.S. Bancorp Investments emphasizes long-term growth and income generation while attempting to minimize risk. We develop customized investment strategies designed to help weather unpredictable conditions in all types of market cycles.Â
Investment Management
AMG's investment specialists evaluate investment management firms based on their performance records as well as their risk management process practices. Only 1% of all funds make it through the rigorous approval process and are used to create a portfolio based on your investment goals.
Mutual Funds
529 plans are invested using a strategy that typically utilizes mutual funds. All Mutual Funds have fees and expenses. It is important to understand the transaction costs associated with buying or selling shares of a fund, as well as the annual costs associated with operating the mutual fund because both affect the return on your investment.

Tax Planning
From saving for education to tax planning and preparing for retirement, learn tips to better manage your financial life.
Charitable Giving
Optimize your giving. Coordinate between your financial advisor, attorney and other professionals to make charitable giving a component of your overall wealth plan.
Roth IRA
Roth IRAs provide tax-free growth. Â Your non-deductible IRA contribution grows tax-free and qualified withdrawals are not taxed. This is a strategy that allows younger investors to potentially grow their investments over the long-term.Â

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