This Business Is Not BBB Accredited

Family Foundation Planning, LLC

Family Foundation Planning, LLC

(262) 521-9700

Family Foundation Planning, LLC

6 years in business
8585 W Forest Home Ave Ste 215
Greenfield, WI 53228-3468
BBB File Opened: 12/08/2011
Business Started: 06/30/2010
Business Started Locally: 06/30/2010
Business Incorporated: 05/13/2010 in WI
Type of Entity
Limited Liability Company
Business Management
  • Atty. Sarah E. Laux, Owner
Business Category
  • Estate Planning & Management
  • Retirement Planning Service

Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Wisconsin OCI Orders $584,995 in Restitution and agent  is required to pay $632,000 in additional forfeitures

On February, 11 ,2014 after an extensive investigation by the Wisconsin Commissioner of Insurance, Wisconsin insurance agent, Sarah E. Laux has been ordered to pay $584,995 in restitution, and has been ordered to pay a $32,000 forfeiture within 31 days and an additional $600,000 forfeiture in 60 days. Her insurance license has also been revoked.  The restitution and forfeitures were the result of a default judgment.

According to the investigation Sarah E. Laux has been accused of misappropriating funds, making misrepresentations about insurance policies, and offering consumers benefits not included in the insurance policy as an inducement to sale. 

The judgement is final. 

F

Government Action

Former Estate Lawyer who Swindled Dying Clients Gets 4 Years in Prison

The following describes a government action that has been resolved by either a settlement or a decision by a court or administrative agency. If the matter is being appealed, it will be noted below.

On February 2, 2016, Gregory J. Haanstad, the United States District Attorney for the Eastern Wisconsin District and Scott J. Campbell, Assistant United States Attorney, entered into... Read More

Alert

Wisconsin OCI Orders $584,995 in Restitution and agent  is required to pay $632,000 in additional forfeitures

On February, 11 ,2014 after an extensive investigation by the Wisconsin Commissioner of Insurance, Wisconsin insurance agent, Sarah E. Laux has been ordered to pay $584,995 in restitution, and has been ordered to pay a $32,000 forfeiture within 31 days and an additional $600,000 forfeiture in 60 days. Her insurance license has also been re... Read More

Overview

Family and business estate and trust planning services.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Factors that affect the rating for Family Foundation Planning, LLC include:

  • Failure to have a required competency license
  • Government action(s) against the business

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Family Foundation Planning, LLC

THIS BUSINESS IS NOT BBB ACCREDITED

Family Foundation Planning, LLC

Customer Review Rating:

100%
This business has no complaints filed

Composite Score: