LaxFP FAQ

Our business hours at 1131 Main Street, Onalaska, WI are as follows:

  • Mon-Thu: 8:30am-4:30pm
  • Fri: 8:30am-12:00pm
  • Or by appointment

Please feel free to contact us any time during these business hours. Otherwise, you can still reach out, and we will get back to you as soon as we can!

We believe in Behavioral Investment Counseling, Buy-and-Hold Strategies, and Systematic Rebalancing.

This is proven to be one of the most effective and repeatable strategies for long-term investment success. The foundation of the philosophy is based on statistical analyses and statistically representative case studies. We abide by the law of large numbers, not speculation and hopeful promises.

To speak with us directly, call our office phone at (608) 534-4444 any time during our business hours. Otherwise, if your request makes more sense to be conducted via email, you can reach out any time to our team:

Certified Financial Planners

Operations and Media

We will be ready for your meeting before you arrive, usually within 30 minutes of the scheduled meeting start time. The best time for you to arrive for your meeting is anytime from 15 minutes before the meeting to the scheduled meeting start time.

If you will be late to your scheduled meeting, please contact the individual you are meeting with, informing them of the delay. This will allow us to be better prepared for when you arrive.

Please direct any questions about meetings, scheduling, or other related topics to (608) 534-4444 or contact your financial advisor.

Certified Financial Planner®

Enrolled Agent Tax Preparers

Certified Physician Dev. Coach

Freeman Linde, CFP®, EA works primarily with pre-retirement and retirement-age clients. (Age 50+)

Michael Swartz, CFP®, PDC works primarily with medical professionals & high net-worth families.

Ben Gibson, CFP®, MBA, EA works primarily with business owners and young professionals. (Age 30-50)

Kathryn Wiegrefe, CFP® specializes in working with divorced or widowed women, as well as young families.

We use Charles Schwab to hold and manage funds for all client accounts.

Have questions about Charles Schwab? Please feel free to contact your financial advisor or call (608) 534-4444.

We work with clients exclusively under the fiduciary model.

Every client we work with engages in a fee-for-service relationship. Some clients work with us under the investment advisory fiduciary relationship. We become a Comprehensive Financial Planning Fiduciary when clients sign a Financial Planning Agreement and pay a financial planning fee.

No, we believe everyone should have access to our firm, consulting, and investments. For some clients, we have started accounts from Zero.

We receive compensation from:

  1. Financial Planning Fees
    ii. Investment Advisory Fees

We do not collect any commissions as part of our financial planning process.

The strength is in our team. Our team takes a collaborative approach to our work. Each advisor is ready to step in and assist if another advisor faces death or disability. Our team members share a similar philosophy on planning, investments and tax.

Have questions about your financial plan? Please don’t hesitate to contact us.