Skip to content
La Crosse Financial PlanningLa Crosse Financial Planning
  • Who We Help
  • Our Team
  • Our Process
  • ResourcesExpand
    • Content
    • Flowcharts
    • Calculators
    • FAQ
    • Client Access
  • Contact Us
Schedule Discovery Meeting
La Crosse Financial Planning
  • Should I Set Up A Traditional 401k For My Business?
    Business Owners & Self-Employed | Retirement Planning | Tax Planning

    Should I Set Up A Traditional 401k For My Business?

    ByFreeman Linde, CFP® February 6, 2024June 16, 2026

    Should I Set Up A Traditional 401k For My Business? This flowchart will walk you through discovering your eligibility.

    Read More Should I Set Up A Traditional 401k For My Business?Continue

  • Should I Inherit My Deceased Spouse’s Traditional IRA?
    Estate & Legacy Planning | Retirement Planning | Tax Planning

    Should I Inherit My Deceased Spouse’s Traditional IRA?

    ByFreeman Linde, CFP® February 1, 2024June 16, 2026

    Should I Inherit My Deceased Spouse’s Traditional IRA? This flowchart will walk you through discovering your eligibility.

    Read More Should I Inherit My Deceased Spouse’s Traditional IRA?Continue

  • Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business?
    Business Owners & Self-Employed | Retirement Planning | Tax Planning

    Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business?

    ByFreeman Linde, CFP® January 31, 2024June 16, 2026

    Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business? This flowchart will walk you through discovering your eligibility.

    Read More Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business?Continue

  • Should I Contribute To My Roth IRA Vs. My Traditional IRA?
    Retirement Planning | Tax Planning

    Should I Contribute To My Roth IRA Vs. My Traditional IRA?

    ByFreeman Linde, CFP® January 30, 2024June 16, 2026

    Should I Contribute To My Roth IRA Vs. My Traditional IRA? This flowchart will walk you through discovering your eligibility.

    Read More Should I Contribute To My Roth IRA Vs. My Traditional IRA?Continue

  • Should I Contribute To My Roth 401k?
    Retirement Planning | Tax Planning

    Should I Contribute To My Roth 401k?

    ByFreeman Linde, CFP® January 29, 2024June 16, 2026

    Should I Contribute To My Roth 401k? This flowchart will walk you through discovering your eligibility.

    Read More Should I Contribute To My Roth 401k?Continue

  • Should I Consider Doing A Roth Conversion?
    Retirement Planning | Tax Planning

    Should I Consider Doing A Roth Conversion?

    ByFreeman Linde, CFP® January 27, 2024June 16, 2026

    Should I Consider Doing A Roth Conversion? This flowchart will walk you through discovering your eligibility.

    Read More Should I Consider Doing A Roth Conversion?Continue

  • Distribution of 529 Plan with Federal Income Tax
    Personal Finance & Cash Flow | Tax Planning

    Distribution of 529 Plan with Federal Income Tax

    ByFreeman Linde, CFP® January 24, 2024June 16, 2026

    Is The Distribution From My 529 Plan Subject To Federal Income Tax? This flowchart will walk you through discovering your eligibility.

    Read More Distribution of 529 Plan with Federal Income TaxContinue

  • Is My Rental Property Tax Deductible?
    Personal Finance & Cash Flow | Tax Planning

    Is My Rental Property Tax Deductible?

    ByFreeman Linde, CFP® January 23, 2024June 16, 2026

    Is My Rental Property Tax Deductible? This flowchart will walk you through discovering your eligibility.

    Read More Is My Rental Property Tax Deductible?Continue

  • Do I Need To Start Making Estimated Federal Income Tax Payments?
    Tax Planning

    Do I Need To Start Making Estimated Federal Income Tax Payments?

    ByFreeman Linde, CFP® January 18, 2024June 16, 2026

    Do I Need To Start Making Estimated Federal Income Tax Payments? This flowchart will walk you through discovering your eligibility.

    Read More Do I Need To Start Making Estimated Federal Income Tax Payments?Continue

  • Can I Make A Mega Backdoor Roth Contribution?
    Retirement Planning | Tax Planning

    Can I Make A Mega Backdoor Roth Contribution?

    ByFreeman Linde, CFP® January 16, 2024June 16, 2026

    Can I Make A Mega Backdoor Roth Contribution? This flowchart will walk you through discovering your eligibility.

    Read More Can I Make A Mega Backdoor Roth Contribution?Continue

Page navigation

Previous PagePrevious 1 2 3 4 5 Next PageNext

(608) 534-4444

Team@LaxFP.com

1131 Main Street, Onalaska, WI 54650

Mon-Thu: 8:30-4:30, Fri: 8:30-12:00

La Crosse Financial Planning

Team

Process

Resources

Contact

Join Our Team

© 2026 La Crosse Financial Planning Inc.

Under age 50? Check out XY Financial Planning!

Investment advisory services are offered through Fiduciary Financial Planning Network (“FFPN”), an SEC-registered investment adviser. La Crosse Financial Planning Inc. (“LaxFP”) is a doing-business-as (DBA) name of FFPN. Registration with the SEC does not imply a certain level of skill or training. This website is intended to provide general information about FFPN’s services and should not be construed as personalized investment advice. Additional information about FFPN is available on the SEC’s website at www.adviserinfo.sec.gov. A copy of FFPN’s current Form ADV Part 2A disclosure brochure, which describes our services, fees, and business practices, is available here. This content is provided for informational purposes only. Investing involves risk and, unless otherwise stated, is not guaranteed. This material is not intended to provide investment, tax, or legal advice. Individuals should consult with appropriate professionals based on their individual circumstances.

Privacy Policy - Terms & Conditions - Firm ADV

(608) 534-4444

What best describes you?
Pick the phrase that best highlights your stage of life or your financial planning needs.
Near Retirement or Retired
Tax Conscious
Business Owner
Growing Your Wealth
Medical Professional
Any other preferences?
“In a perfect world, I’d love to meet with a…”
Long-Term Expert
Growth Master
Guide / Educator
Specialized Planner
Female Professional
Your Best Match
Schedule Discovery Meeting View Full Profile

Our Free Gift to you.

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.

File 2025 Taxes

Text Opt In
How Did You Hear About Us?

By submitting this request, I acknowledge that I will be sent a Secure Form via PreciseFP requiring two-factor authentication via a phone number I’ve provided.

*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.

Which CFP® would you like to meet with?

Not sure? Use our

Advisor Match Tool
Freeman Linde, CFP®, CKA, EA

Freeman Linde

CFP®, CKA, EA

Discovery Meeting
Michael Swartz, CFP®, PDC

Michael Swartz

CFP®, PDC

Discovery Meeting
Ben Gibson, CFP®, MBA, EA

Ben Gibson

CFP®, MBA, EA

Discovery Meeting
Kathryn Wiegrefe, CFP®

Kathryn Wiegrefe

CFP®

Discovery Meeting
Jacob Shamban, CFP®

Jacob Shamban

CFP®

Discovery Meeting
Scroll to top
  • Who We Help
  • Our Team
  • Our Process
  • Resources
    • Content
    • Flowcharts
    • Calculators
    • FAQ
    • Client Access
  • Contact Us
Search