Financial Planning Services of Greater La Crosse was founded over 40 years ago with the goal of assisting our clients in every aspect of their financial lives. We strive daily to help each of our clients work towards creating financial stability and security to financial independence.
Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult — perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we promise to offer you a new level of attention, insight, and guidance.
We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions.
Our mission is to honestly and faithfully provide financial services and asset management strategies tailored to the personal values and lifetime goals of our clients. Our goal in this mission is to be the financial advisor our clients turn to first to help reach their financial goals and objectives. We become the financial advisor of choice by:
- Utilizing the latest research and technology along with tried and proven financial planning techniques.
- Working closely with other professionals when needed.
- Always considering the needs of our clients first.
- Never Recommending or taking a course of action we ourselves would not take if in the same position.
We view our client relationships as an alliance where our success is based on our client’s success in reaching their goals.