YOUR FINANCIAL FUTURE. OUR FIDUCIARY COMMITMENT.
Find the Right Advisor
for Your Journey
Our team of certified financial advisors is here to help you build confidence, make informed decisions, and optimize the life you envision.
Fiduciary Standard
Always acting in your best interest.
Experienced Team
Part of a network of expert planners.
Personal Approach
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
-
Kathryn Wiegrefe
- CFP®
-
Jacob Shamban
- CFP®
The first Financial Planning Firm in La Crosse, WI registered with the SEC, NAPFA, and Fee-Only Network.
Our 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.