Serving Main Street with Independent Advice 

CONNECT

Address:

444 Main St, Suite #101
La Crosse, WI 54601

Phone:

(608) 784-9100

Fax/Other:

(608) 784-6292

Financial Planning

What is comprehensive financial planning? Comprehensive financial planning is a dynamic process that evolves over the years due to shifts in your lifestyle or circumstances, and is used to guide you through these changes to pursue your financial goals. 


A 2013 study by the Certified Financial Planner Board of 

Standards showed that only 32% of households have a comprehensive financial Plan*

 


How we can help: Our advisors work with you throughout the planning process to create a customized and comprehensive financial plan for you based on your specific financial situation. Factors include income and expense, goals, future expenses, desired retirement date and much more. We can help you see your financial picture with a clear lens; finding strenghts and weaknesses to help you address your goals. 

Our Process: Discovery, Assessment, Follow up, Proposal, Implementation, Review

Getting Started: Download, complete, and submit the Planning Questionnaire. Once submitted, our planners will review your information and contact you to schedule a free consultation to discuss your specific needs and challenges. You can also contact bill.neil@lpl.com or thomas.greylak@lpl.com for more information or to get started. We look forward to working with you to pursue financial sustainability. 

 

 

 

 

 

*http://www.cfp.net/docs/public-policy/2013-fin-planning-profiles-of-amer-households.pdf September, 2013.