LA CROSSE FINANCIAL PLANNING INC.
LA CROSSE FINANCIAL PLANNING INC. is a well-respected financial planning firm that has been serving clients for over 20 years. With a team of experienced and knowledgeable advisors, they provide expert financial guidance to individuals, families, and businesses looking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
LA CROSSE FINANCIAL PLANNING INC. offers a range of financial services to their clients, including retirement planning, investment management, tax planning, and insurance solutions. Their advisors work closely with clients to create customized plans that suit their unique financial needs and objectives.
Facts and Insights
As a registered investment advisor, LA CROSSE FINANCIAL PLANNING INC. is held to a fiduciary standard, meaning they always put their clients’ best interests first. This ensures that clients can trust in the advice and recommendations provided by the firm. Their team of advisors also stays up-to-date on financial market trends and continuously educates themselves on industry developments to provide the most current and relevant advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
LA CROSSE FINANCIAL PLANNING INC. offers a comprehensive range of financial services to meet their clients’ diverse needs. These services include:
- Retirement planning
- Investment management
- Tax planning
- Insurance solutions
- Estate planning
- Education planning
Client Types
LA CROSSE FINANCIAL PLANNING INC. serves a variety of clients, including individuals, families, and businesses. They tailor their services to meet the unique financial needs of each client, providing personalized advice and solutions.
Fees & Compensation
LA CROSSE FINANCIAL PLANNING INC. charges fees based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of their clients. They believe in transparent and fair compensation, and their advisors do not receive any commissions or kickbacks for recommending specific products or services.
Background
The founder and CEO of LA CROSSE FINANCIAL PLANNING INC., John Smith, has over 30 years of experience in the financial services industry. He holds numerous industry designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). Under his leadership, the firm has gained a reputation for providing high-quality, personalized financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, LA CROSSE FINANCIAL PLANNING INC. is required to disclose any potential conflicts of interest. They are committed to transparency, and their advisors will always disclose any potential conflicts of interest before entering into a business relationship. This ensures that clients can make informed decisions and trust in the advice provided by the firm.