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Creating a Financial Plan 5 – Pre-Retirement Planning
Creating a Financial Plan | Retirement

Creating a Financial Plan 5 – Pre-Retirement Planning

ByFreeman Linde, CFP® August 16, 2021August 17, 2021

Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.

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Creating a Financial Plan 4 – Tax Planning
Creating a Financial Plan | Taxes

Creating a Financial Plan 4 – Tax Planning

ByFreeman Linde, CFP® August 10, 2021August 17, 2021

Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.

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Creating a Financial Plan 3 – Insurance Planning
Creating a Financial Plan | Insurance

Creating a Financial Plan 3 – Insurance Planning

ByFreeman Linde, CFP® August 3, 2021August 17, 2021

Create a Plan. Protect it. But are you getting the best value at the lowest true cost? Let’s plan to.

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Creating a Financial Plan 2 – The Investing Plan
Creating a Financial Plan | Investing

Creating a Financial Plan 2 – The Investing Plan

ByFreeman Linde, CFP® July 26, 2021August 17, 2021

Investing funds our financial planning goals. Investing with a plan helps ensure we succeed. How do we create an investing plan, and not just a portfolio?

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Creating a Financial Plan 1 – GO, Net, Flow
Cashflow & Net Worth | Creating a Financial Plan

Creating a Financial Plan 1 – GO, Net, Flow

ByFreeman Linde, CFP® July 19, 2021August 17, 2021

The first steps in creating financial plan are GO, Net, Flow: Get Organized, Determine Net Worth, and Control Cash Flow.

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La Crosse Financial Planning Inc. (“LaxFP”) is a state registered investment adviser. LaxFP may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. LaxFP’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of LaxFP’s web site on the Internet should not be construed by any consumer and/or prospective client as LaxFP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LaxFP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LaxFP.  A copy of LaxFP’s current written disclosure statement discussing LaxFP’s business operations, services, and fees is available here.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through NFG Brokerage or BackNine Insurance Agency and individually licensed and appointed insurance agents.

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