Account Access
The following links to frequently used sites have been added as a convenience. La Crosse Financial Planning Inc. is not affiliated in any way with any of the following companies.
The following links to frequently used sites have been added as a convenience. La Crosse Financial Planning Inc. is not affiliated in any way with any of the following companies.
You are now leaving the La Crosse Financial Planning Inc. (“LaxFP”) Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.
Schwab is a registered broker-dealer, and is not affiliated with LaxFP or any advisors whose names appear on this Website. LaxFP is independently owned and operated. Schwab neither endorses nor recommends La Crosse Financial Planning Inc. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with LaxFP with services related to your account. Schwab does not review the LaxFP Website and makes no representation regarding the content of the Website. The information contained in the LaxFP Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
You are now leaving the La Crosse Financial Planning Inc. (“LaxFP”) Website and will be entering the Client Portal Website.
LaxFP is a Fee-Only Fiduciary financial planning firm. Our compensation comes from financial planning fees and investment advisory fees. We do NOT earn commissions from selling financial products.
Your first two meetings are complimentary. No preparation is required for your Discovery Meeting, and there is no obligation to become a client.
These conversations give us a chance to understand your goals and a chance for you to understand our approach.
During our Discovery process, we explain the recommended services and the fees that would apply to your relationship with us.
You’ll have an opportunity to ask questions and understand those fees before deciding whether to move forward.
No. We always send you home to consider the proposed relationship and decide whether our team is the right fit.
Our Advisor Match Tool helps you explore which member of our team may be a good fit for your situation:
Also available on Amazon (but not for free).
*Privacy Policy: We hate spam. We will not provide your information to anyone else or bother you. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.