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Financial Planning Questionnaire

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Advisors Management Group

Main / Toll Free Phone: 800.488.4032

E-mail: amgi@amgteam.com

La Crosse- Downtown

505 King Street, Suite 208, La Crosse, WI 54601

Phone: 608.782.0200

Fax: 608.782.0756

Eau Claire

1324 West Clairemont Avenue, Suite 1, Eau Claire, WI 54701

Phone: 715.834.9512

Fax: 715.834.9552

Green Bay

2199 Lineville Road, Green Bay, WI 54313

Phone: 920.434.2192

Fax: 920.434.5129

Memberships

American Academy of Accounting and Tax Professionals
National Association of Tax Professionals
Certified Financial Planner Board of Standards, Inc.
Better Business Bureau Accredited Business

Important Disclosures: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. Advisors Management Group, Inc., is a SEC registered investment adviser whose principal office is located in Wisconsin.

All clients are advised that it remains their responsibility to advise their Financial Advisor or Advisors Management Group, Inc., of any changes in their investment objectives and/or financial situation. This website is a publication of Advisors Management Group, Inc. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

© Advisors Management Group 2021
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