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Credit products are offered by U.S. Bank National Association and are subject to normal credit approval.
Investment products, including shares of mutual funds, are not deposits or obligations of, or guaranteed by U.S. Bank or any of its affiliates, nor are they insured by the Federal Deposit Insurance Corporation, or any other government agency. An investment in such products involves investment risk, including possible loss of principal.
U.S. Bank is not responsible for and does not guarantee the products, service or performance of its affiliates.
U.S. Bank and its representatives do not provide tax or legal advice. Each individual’s tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
Wealth Impact Planning services are not fiduciary in nature, and Ascent serves in a non-fiduciary role when providing these services.
To the extent Ascent or other divisions of U.S. Bank have investment management or fiduciary administration responsibilities over your accounts under separate agreements, the scope of those agreements shall not be affected as a result of information you provide to Ascent or to which Ascent has access as part of its Wealth Impact Planning services.
Wealth Impact Planning services may include Wealth Dynamics coaching services in order to facilitate your self-assessment of Wealth Impact Planning issues. These services are not psychological or counseling services. Ascent does not engage in the practice of psychology.