RealSteps>Retirement® is a comprehensive
planning process that provides tools, resources and expertise to
help individuals, families and business owners move closer to their
retirement goals
U.S. Bank and U.S. Bancorp Investments have launched
RealSteps>Retirement® (www.usbank.com/retirement,) a
comprehensive and disciplined retirement planning process that
takes a holistic approach to planning for retirement. This new
process seeks to bring clarity and confidence to retirement
planning by breaking down a complex process into three actionable
steps: real understanding, real answers and real progress.
“Our new RealSteps>Retirement planning process seeks to
address the various aspects of retirement planning and is focused
on helping meet the needs of our clients, no matter where they are
in their retirement planning. Our goal is to help them take action
and be financially prepared to retire,” said Mark Jordahl,
president of U.S. Bank Wealth Management. “Whether you’re beginning
your career or your retirement is in the immediate future, this
process is designed to help you work towards your retirement
goals.”
The first step, real understanding, provides a wealth of
educational tools and resources that seeks to address various
aspects of retirement planning, including articles on more than a
dozen key retirement topics, including social security, Medicare
and IRAs. Real answers provides in-depth analysis and detailed
checklists to help people think through important retirement
planning milestones and concepts. Real progress is our commitment
to helping clients take necessary steps and stay on track with
their plans, whether they are decades from retirement, approaching
retirement or already in retirement.
Preparing for income in retirement has become increasingly
complex, as evidenced by numerous defined-contribution plans and
IRAs, social security, Medicare, long-term care needs and increased
life expectancies. The 2014 Retirement Confidence Survey by the
Employee Benefits Research Institute found that half of all workers
have less than $10,000 saved for retirement. That same survey also
found that half of workers 55 and older have less than $50,000 in
retirement savings.
As traditional defined-benefit pension plans continue to be
phased out, more Americans are realizing that saving for retirement
is their own responsibility. According to a 2013 report from The
Conference Board, 62 percent of baby boomers report that they
believe they will have to delay retirement. The
RealSteps>Retirement process offers a path forward and seeks to
bring clarity and confidence to a complex process.
"Our RealSteps>Retirement planning process is designed to
help simplify retirement planning. We work closely with clients to
develop a strategy that can help generate retirement income, a
retirement ‘paycheck,’ that can support a retirement as long as two
to three decades,” said Bill Benjamin, president and CEO of U.S.
Bancorp Investments. “There is a significant need for this kind of
hands-on retirement planning process, which takes a uniquely
educational approach and tailors it to individuals and business
owners alike.”
To learn more about RealSteps>Retirement, please visit
www.usbank.com/retirement or call 800-871-6250.
About U.S. Bank Wealth ManagementU.S. Bank Wealth
Management offers comprehensive wealth management services,
including wealth planning, investment management, trust and estate
services, and private banking, for individuals, families, and their
foundations through three distinct service models. Ascent Private
Capital Management (ascent.usbank.com) serves clients with $50
million or more in net worth; The Private Client Reserve
(reserve.usbank.com) serves
clients with $3 million or more in net worth; and The Private
Client Group serves affluent clients with more than $100,000 of
investable assets.
About U.S. Bancorp InvestmentsU.S. Bancorp Investments,
an affiliate of U.S. Bank, provides financial planning, investment
management, full-service brokerage, self-directed brokerage, and
insurance products and services to individual investors. Financial
Advisors serve clients with more than $100,000 in investable assets
at more than 3,000 U.S. Bank branches in 25 states. For more
information, visit usbank.com.
About U.S. BancorpU.S. Bancorp (NYSE: USB), with $389
billion in assets as of June 30, 2014, is the parent company of
U.S. Bank National Association, the fifth-largest commercial bank
in the United States. The Company operates 3,174 banking offices in
25 states and 5,005 ATMs and provides a comprehensive line of
banking, investment, mortgage, trust and payment services products
to consumers, businesses and institutions. Visit U.S. Bancorp on
the web at usbank.com.
About U.S. BankCredit products offered by U.S. Bank are
subject to normal credit approval. Deposit products offered by U.S.
Bank National Association. Member FDIC. U.S. Bank is not
responsible for and does not guarantee the products services or
performance of U.S. Bancorp Investments.
RealSteps>Retirement® is a registered trademark of U.S.
Bancorp.
Investment and Insurance products and
services are:
Not a Deposit Not FDIC Insured
Not Guaranteed by the Bank May Lose Value
Not Insured by Any Federal Government Agency
U.S. Bancorp Investments and U.S. Bank are not affiliated with
the companies or organizations mentioned above. U.S. Bancorp and
its representatives do not provide tax or legal advice. Each
individual's tax and financial situation is unique. Individuals
should consult their tax and/or legal advisor for advice and
information concerning their particular situation.
For U.S. Bancorp Investments:
Investment products and services are available through
U.S. Bancorp Investments, the marketing name for
U.S. Bancorp Investments, Inc., member FINRA and SIPC, an
investment adviser and a brokerage subsidiary of U.S. Bancorp and
affiliate of U.S. Bank.
Insurance products are available through various affiliated
non-bank insurance agencies, which are U.S. Bancorp subsidiaries.
Products may not be available in all states. CA Insurance License#
OE24641.
For U.S. Bank:
Credit products offered by U.S. Bank and subject to normal
credit approval. Deposit products offered by U.S. Bank National
Association. Member FDIC.
U.S. Bank is not responsible for and does not guarantee the
products, services or performance of U.S. Bancorp Investments
Photos/Multimedia Gallery Available:
http://www.businesswire.com/multimedia/home/20141020005861/en/
U.S. BancorpMichael Walsh, 612-303-9122Senior Manager, Public
RelationsMichael.Walsh@usbank.comorRobin Francis,
651-466-7187Manager, Public RelationsRobin.Francis@usbank.com
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