MEET THE LA CROSSE FINANCIAL PLANNING TEAM
Find the Right Advisor for Your Journey
Meet the La Crosse Financial Planning team: fee-only fiduciary advisors helping individuals and families connect retirement, investments, and taxes. Explore our profiles, filter by specialization, or use the Advisor Match Tool to find a starting point for your first conversation.
Fiduciary Standard
Always acting in your best interest.
Experienced Team
Part of a network of expert planners.
Personal Approach
Expert strategies for your unique goals.
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Freeman Linde
- CFP®
- CKA
- EA
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Michael T. Swartz
- CFP®
- PDC
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Benjamin Gibson
- CFP®
- EA
- MBA
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Kathryn Wiegrefe
- CFP®
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Jacob Shamban
- CFP®
Financial Guidance Built Around Your Priorities
Professionally Registered
The first Financial Planning Firm in La Crosse, WI registered with the SEC, NAPFA, and Fee-Only Network.
Local Pioneers
Our La Crosse Financial Planning team is the local pioneer for Commission-Free, Comprehensive Retirement Planning services.
Why People Choose La Crosse Financial Planning
Integrated Planning
Investments, taxes, retirement, & estate planning all together for a full picture.
Fee-Only Fiduciary Advice
We are 100% fee-only and fiduciary. No commissions. No product sales. Learn more about our Fees.
Tax Expertise & Planning
Local Team, National Reach
Proudly serving clients in Wisconsin, Minnesota, and across the country.
Long-Term Relationships
We’re here for every stage of your financial journey with ongoing guidance.
Have questions about your financial plan? Please don’t hesitate to contact us.