Services
Financial Planning
We offer comprehensive planning to address your needs, concerns, and goals. Our process is hands-on and includes a detailed plan tailored to your situation, while also running alternate scenarios.
Investments
We have a wide range of investments available through our non-proprietary, independent broker-dealer, LPL Financial. Whether it’s stocks, bonds, mutual funds, REITS, or other investments, we have the freedom to invest in the most appropriate vehicle for your needs.
Advisory
Advisor-managed account that gives you the most in flexibility and oversight. Competitive flat annual fee includes trading, research, distributions, and rebalancing. Fiduciary account and is by far our most popular solution. Account minimum $50,000.
Insurance
Whether you are looking for annuities or life insurance, our independent advisors have the freedom to shop around to dozens of providers to find you competitive rates and solutions that fit your specific needs.
Business Solutions
Adding benefits for your employees can improve your rate of retention. A retirement plan or group insurance can help reduce turnover, allowing you to focus more on your business and less on training.
Access
Your trust is important to us, which is why you have complete access to our advisors. In addition to annual reviews, we are easily reachable by email, phone, or personal meeting -- and we still make house calls. In addition, our AccountView online access tool allows you to check your account 24/7.
Ready to get started
Ready to get started?
Our HOURS
Monday-Friday
8:00am - 4:00pm
Phone
608-784-9100
Location
3143 State Road - Suite 101
La Crosse, WI 54601
By appointment:
Knitting Mill
902 E 2nd St - Suite 102
Winona, MN 55987
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Check the background of investment professionals associated with this site on FINRA