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La Crosse Financial Planning Inc.

Fiduciary Financial Planners at La Crosse Financial Planning enable folks to retire successfully and stay successfully retired. First they take time to truly understand their clients' situation and values. They then teach and advise their clients on reducing taxes, investing wisely, creating 3D Retirement Income, having the right insurance, and passing it all to their children and charities in the end. 

La Crosse Financial Planning has several advisors who specialize in working with different clients including those close to retirement, medical professionals, and dual-income households. 
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Michael Swartz, CFP®
NAPFA-Registered Financial Advisor
Freeman Linde, CFP®, EA
NAPFA-Registered Financial Advisor
Ben Gibson, CFP®
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

700 3rd St N Ste 202A La Crosse, WI 54601 Phone: (608) 534-4444

Primary Office

700 3rd St N Ste 202A La Crosse, WI 54601 Phone: (608) 534-4444