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La Crosse Financial PlanningLa Crosse Financial Planning
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    • 2024 Tax Prep (2023 Tax Year)
    • Retirement Planning
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    • Estate Planning
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    • Meet the Team
    • Freeman Linde, CFP®, EA
    • Michael T. Swartz, CFP®
    • Benjamin T. Gibson, MBA
    • Contact Us
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La Crosse Financial Planning

The La Crosse Financial Planning Team








Freeman Linde

CFP®, EA
Owner – Partner








Ben Gibson

MBA
Advisor








Michael T. Swartz

CFP®
Owner – Partner

The first Financial Planning Firm in La Crosse, WI registered with NAPFA and Fee-Only Network.

We are the local pioneer for Commission-Free, Comprehensive Retirement Planning services.

  • Investment Management
  • Tax Preparation
  • Tax Projection & Reduction
  • Retirement Income Design
  • Insurance Consulting
  • Estate Planning

(608) 543-4444

Team@LaxFP.com

700 3rd St N Ste 202A

La Crosse, WI 54601

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© 2023 La Crosse Financial Planning Inc.

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La Crosse Financial Planning Inc. (“LaxFP”) is a state registered investment adviser. LaxFP may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. LaxFP’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of LaxFP’s web site on the Internet should not be construed by any consumer and/or prospective client as LaxFP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LaxFP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LaxFP.  A copy of LaxFP’s current written disclosure statement discussing LaxFP’s business operations, services, and fees is available here.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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  • Services
    • 2024 Tax Prep (2023 Tax Year)
    • Retirement Planning
    • Tax Planning & Prep
    • Investment Management
    • Estate Planning
  • Pricing
  • About Us
    • Meet the Team
    • Freeman Linde, CFP®, EA
    • Michael T. Swartz, CFP®
    • Benjamin T. Gibson, MBA
    • Contact Us
  • Resources
    • Account Access
    • eMoney
    • In The News
    • Financial Flowcharts
    • Join Our Team
  • (608) 534-4444
 

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