Creating a Financial Plan - La Crosse Financial Planning

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This series of posts walks through how to create a Financial Plan. If you have questions on any step of the process, or would like help creating your plan, email us at Team@LaxFP.com.

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La Crosse, WI 54601

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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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Services
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About Us
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(608) 534-4444