Morgan Planning Group

Morgan Planning Group works on employee benefits plans, retirement planning, commercial insurance, and wealth management for businesses, along with individual insurance and financial planning for households. Its services span health insurance, business strategy, and long-term personal financial goals, and the firm places a strong emphasis on personal, long-term relationships with its clients.

Securities and advisory services are offered through LPL Financial, a registered investment advisor, and the firm's representatives work only with residents of the states where they are licensed. The firm has offices in West Burnsville, Minnesota, and La Crosse, Wisconsin.