U.S. Bancorp Advisors, LLC

U.S. Bancorp Advisors, LLC provides goal-based financial planning services to help individuals assess their financial situation and progress toward specific objectives such as retirement, education funding, long-term care needs, and estate planning options. The firm operates as a registered investment advisor and subsidiary of U.S. Bancorp, providing customized reports that include cash flow modeling and Monte Carlo simulations to project potential financial outcomes. The financial planning service is a one-time engagement that concludes upon the delivery of the written report and does not include ongoing portfolio management or continuous monitoring. Clients are not required to open accounts or purchase products with U.S. Bancorp Advisors or its affiliates to implement their financial plan. If clients choose to implement strategies through the firm, they may work with the broker-dealer affiliate or participate in separate wrap fee advisory programs described in separate disclosure documents.