La Crosse Financial Planning
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...
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- Retirement Planning
- Tax Planning & Prep
- Investment Management
- Estate Planning
Sentiment Analysis
Highly recommend him if you are looking for solid advice on your financial situation!
It is crucial to get things right in the approach to retirement, especially on tax planning, but also an investment strategy tuned to the retirement spending phase.
Professional and personable in working with you in a custom way.
He was able to make recommendations while keeping our best interests top of mind.
Michael and Freeman are knowledgeable and compassionate, and I highly recommend their services.
Then, after reviewing our finances, he explained our options in a way that was easily understood.
We've been working with La Crosse Financial Planning for a year and consistently have great experiences with every conversation.
They helped me sort through several financial decisions and got things set up to help our family now and in the future.
He takes the time to get to know each member of our family, our current situation and our future goals.
I am so grateful for all their guidance and direction with my finances after my sudden husband's death.
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