Fee-Only Fiduciary Financial Planners in La Crosse, WI

Ben at LFP is amazing. He has so much patience and helps me understand what’s going on. I tell everyone to go to Him and LFP!

I'm writing this review to share my experiences working with Kathryn Wiegrefe CFP at LaCrosse Financial Planning. I am retired now, but I was a Certified Financial Planner during my career. I'm no longer current with everything I need to be so I set out to find a planner to play a key role in managing my life. I knew what kind of person I wanted, but my standards are high and people that meet my requirements are not always easy to find. During my search I received a referral to Kathryn and my wife and I contacted her. It was a very fortuitous move on our part. Kathryn has proved to be everything I want and need in a financial planner. She listens to me to understand my goals and needs and only then does she make recommendations for me to consider. As a CFP she is well educated, keeps current on markets and connects me with other professionals that I need. She has met the highest qualifications in the business. She is smart, warmly professional and her experiences as a planner have served me very well. I never felt any pressure from her over the years I have worked with her. Honesty is important to me. Kathryn is patient and took the time to build a solid, cordial relationship that I trust completely. She makes recommendations that are good for me and is very responsive when I have questions. I'm very happy with my portfolio now, my life is now organized better than I could do on my own and I am at ease and happy knowing Kathryn is there when I need her. I don't worry now and I'm enjoying my life more than I thought possible. When life's financial problems do arise, as they always do, I have absolute confidence in Kathryn and I recommend her without reservation to anyone looking for a highly competent and trusted adviser to help you add to your happiness. Contact Kathryn. You will never regret it! In Addition, Kathryn recommended Ben gibson, also at LaCrosse Financial Planning, to help me with my more complicated income tax situation for 2025. Ben was great to work with! He completed multiple income tax scenarios and highlighted issues and concerns I should keep in mind so I could select the best option for me. He then completed the return and submitted it to the IRS Without me having to do a thing. Ben is highly credentialed and is very experienced in working with financial planning clients. He is professional and friendly in his approach and is prompt in everything he does. He was always very responsive to my questions. I've worked with many accountants in my professional career and Ben is everything I could want in a tax advisor. A bonus for me was that there is no additional charge for Ben's services since I am a client of Kathryn Wiegrefe. Kathryn and Ben work together seamlessly so I know my affairs are organized and nothing gets missed. I have great respect for both of them! Ben is one more important reason to contact LaCrosse Financial Planning.

Very pleased with the personal service, and the professional attention to details. Highest recommendation.

I cannot recommend La Crosse Financial Planning highly enough. Freeman began advising my wife and I on our financial plan about a decade ago, and he has always done right by us. I can confidently say that he sets the gold standard for what an honorable and wise planner should be. He will tell you straight when your trajectory is on track, but he will also share the hard truths if your plan isn't leading where you want to go and needs adjustments. It is incredibly refreshing to work with a financial professional who doesn’t have a hidden agenda to sell you products you don’t need. Instead, he has the skill to utilize cutting-edge technology for tax planning, the wisdom of an experienced advisor, integrity that is above reproach, and the unwavering commitment to always put the client’s needs first. That is what it means to be a true fiduciary. Beyond his exceptional character, Freeman possesses an extraordinary depth of expert tax planning knowledge. He brings a level of discernment and patience to the table that makes navigating complex strategies seamless. He never rushes you to make a decision, always ensuring you fully understand what steps to take, why you should take them, and how they will optimize your taxes throughout your lifetime while protecting the legacy you leave behind for your loved ones. He speaks with grounded wisdom that gives you peace of mind as you plan for your future. We could not be more grateful for his guidance.

If you’re looking for fiduciary financial advisors who are highly qualified AND focused on addressing your unique financial situation, then LaCrosse Financial Planning will exceed your expectations. Many financial planners are commission-based and concentrate mostly on optimizing portfolios. Freeman Linde, CFP, EA is an engaging, industrious professional who provides personalized, comprehensive, fiduciary financial services with integrity and caring. I’m entering my retirement years, and Freeman has been a tremendous help with reallocating investments, structuring retirement income, talking us through rental ramifications, factoring in tax implications, enhancing estate planning, and addressing long-term tax strategies. Freeman communicates and educates very well. He believes in empowering us to manage our finances in the future, if and when we so desire. Meetings with Freeman are a delight. He’s authentic, humorous, and passionate about his subject matter. Freeman has quickly earned our trust. With no reservations, we wholeheartedly recommend Freeman Linde and LaCrosse Financial Planning.

I had an excellent experience working with Ben at La Crosse Financial Planning. He took time to understand me--not just my finances, but my goals, lifestyle, and priorities. What stood out the most was his integrity. Very early on, he seemed to have my best interests in mind and explained things in a transparent way with rationale provided. His knowledge and expertise were evident in the plan he built for me, and I am in a better place now than I was before meeting him. Thank you, Ben, for your trustworthiness and intentional approach to partnering with your clients in a way that serves them best.

Excellent financial planning. Very professional and knowledgeable. Took extra time with me, that helped me feel comfortable to not do this on my own and make a solid investment plan for my future.

I highly recommend using La Crosse Financial Planning. They have been incredibly helpful with all our needs from retirement and college funding to will and tax preparation. Truly a one stop shop. Our experience with their tax preparation was outstanding. They were done in record time with minimal effort on our part. Such a blessing!

My experience with Ben has been perfect from start to finish. Great communication. Top notch service. 10/10 would recommend.

I highly recommend La Crosse Financial Planning to anyone thinking about taking this next step in your financial journey. Kathryn is not only fantastic to work with, she is trustworthy, patient and explains everything in understandable terms. From estate planning, wills, investment strategies and Freeman's newletters, La Crosse Financial Planning has surpassed my expectations!