Conceptual Financial Planning Inc

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3962 N Richmond St Ste A
Appleton, WI 54913
+1 (920) 731-9500
http://cfpi-wis.com

History

CFPI was formed from a single sole financial advisor serving mainly educators and their 403(b) accounts. Eventually two more advisors were added and the main focus of the firm became comprehensive financial planning with an investment advisory practice. Today the firm serves around 200 families and still maintains its focus on financial planning and education. We are a fee-based practice, with the ability to work on both a commission-basis (a small part of our practice) or on a fee-basis (a larger part of our practice). Our staff advisors are Certified Financial Planner(tm) practitioners.

Specialties

Specializing in: - Financial Planning Consultants - Investment Advisory Service

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United States›Wisconsin›Appleton›Conceptual Financial Planning Inc

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