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SwartzFP

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MSwartz@LaxFP.com

(608) 534-4444 ext 2

700 3rd St N Ste 202A

La Crosse, WI 54601

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© 2023 by SwartzFP. All Rights Reserved.

Investment Advisory Services offered through La Crosse Financial Planning Inc. (“LaxFP”). 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. SwartFP’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 SwartzFP’s web site on the Internet should not be construed by any consumer and/or prospective client as SwartzFP’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 SwartzFP 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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Some La Crosse Employers will pay for Financial Planning.

You may qualify for up to $1,500 toward Financial Planning.

Complete the Form to see if you qualify.

Why do employers do this? Some of the Medical Institutions have recognized that healthy finances contribute to all around wellness. They will pay a portion of a the planning fee for unbiased comprehensive planning for some of their medical staff. Not all employers do it, and not all occupations qualify. (We can’t publish which ones do but will let you know asap if you do. We also won’t spam you or share your email with anyone else.)

  • Financial Planning
    • Financial Planning Services
    • Your Financial Plan
    • New Clients
  • Services
    • Comprehensive Financial Planning
    • Cash Flow & Net Worth
    • Investment Planning
    • Tax Planning & Prep
    • Retirement Planning
    • Estate Planning
  • Contact Us