What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4pm Thursday 8:30am - 3pm

Advisors Management Group, Inc.

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Advisors Management Group, Inc.

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At Advisors Management Group, we offer financial planning, tax and accounting services, and other fi

At Advisors Management Group, we are more than a typical advisory firm. We are your strategic financial advocates-helping you with all aspects of financial decision-making and partnering with individuals and small businesses throughout the year to make sure you remain on a healthy financial path. Our mission has always been, and will always be, to help our clients reach their financial goals through dedicated, collaborative and personalized support. We are committed to providing you with the meticulous planning and thoughtful financial management you need to achieve your objectives. Our full line of services include: Fee-Only Portfolio Management, Financial Planning, Accounting (including Payroll), Tax Preparation & Planning, Retirement Plan Solutions, Trust & Estate Services, Fee-Only Registered Investment Advisors, and Business Consultations. At AMG, we have CFP® certified (Certified Financial Planner) consultants.

10/18/2026

Happy Birthday, Sarah! 🎉

Please join us in wishing Sarah Degenhardt a happy birthday!

As Director of Operations, Sarah plays an important role in supporting our team and day-to-day operations at Advisors Management Group.

We hope you have a wonderful day, Sarah! 🎂

10/17/2026

Open Enrollment Season Is Approaching

For many employer-sponsored health plans, open enrollment takes place in the fall, often during October or November, for benefits that become effective January 1 of the following year.

Before your enrollment period begins, it may be helpful to review more than your health insurance options.

Retirement plan contributions, Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), life and disability coverage, and beneficiary designations can all play a role in your broader financial plan.

Taking time to review these areas in advance may help you better understand your options and determine whether your current elections continue to reflect your goals, financial priorities, and changing circumstances.

Learn more about preparing for open enrollment: https://advisorsmanagement.com/tools-resources/blog/preparing-for-open-enrollment-season/

10/15/2026

Today Is The Tax Extension Deadline.

If you requested an extension to file your 2025 individual federal income tax return, the October 15 deadline is today.

10/14/2026

Heard Of A Roth IRA But Not Sure What It Actually Is?

A Roth IRA is an individual retirement account funded with after-tax dollars. Qualified withdrawals in retirement are generally tax-free.

For a withdrawal to generally be considered qualified, certain requirements must be met. These can include rules related to how long the Roth IRA has been open and the reason or timing of the withdrawal.

Eligibility to contribute to a Roth IRA can also depend on factors such as income and applicable contribution rules.

Whether a Roth IRA fits your situation can depend on your goals, timeline, tax considerations, and broader financial circumstances.

At Advisors Management Group, investment guidance is based on each client’s goals, financial situation, risk tolerance, and long-term needs.

Learn more about AMG’s investment advisory services: https://advisorsmanagement.com/services/investment-advisory/

10/12/2026

Please Join Us In Wishing Kate Pederson A Very Happy Birthday!

As Investment Advisor Representative and Tax Preparer, Kate plays an important role in supporting clients across several areas of their financial lives.

We appreciate everything she does and hope she has a wonderful birthday!

10/11/2026

Please Join Us In Wishing Cassidy Marvin A Very Happy Birthday!

As a member of our Administration team, Cassidy plays an important role in supporting our team and helping keep day-to-day operations running smoothly.

We appreciate everything she does and hope she has a wonderful birthday!

10/10/2026

Please join us in congratulating Lynn Goss on 21 years with Advisors Management Group!

As a Tax Preparer, Lynn has been a valued member of the AMG team for more than two decades, helping support our clients and team through many tax seasons.

Lynn, thank you for your 21 years of hard work and dedication to AMG. We appreciate all that you do and are happy to celebrate this milestone with you!

10/09/2026

Your Financial Picture Can Change Over Time.

October is National Financial Planning Month, making it a timely opportunity to revisit some of the fundamentals that can play a role in your financial life.

Understanding your income and spending, saving for short- and long-term goals, learning about investment concepts, managing credit and debt, and recognizing financial scams are all areas to consider as part of your broader financial picture.

Financial planning is not a one-time event. Your goals, income, family responsibilities, savings, investments, and other circumstances can change over time, which may also change your planning needs.

At Advisors Management Group, we take time to understand your goals, financial situation, and planning needs so your financial plan can reflect your broader financial picture.

Learn more about our financial planning services: https://advisorsmanagement.com/services/financial-planning/

10/08/2026

The Tax Extension Deadline Is One Week Away.

If you requested an extension to file your 2025 individual federal income tax return, the October 15 deadline is next week.

Already filed your taxes but looking for a tax preparer for the upcoming tax year? Learn more about Advisors Management Group’s tax preparation services: https://advisorsmanagement.com/services/tax-preparation/

10/07/2026

What Can Business Consulting Help Business Owners Evaluate?

Business consulting can be useful during periods of growth, hiring, expansion, succession planning, or when you simply want a clearer view of your financial information and long-term plans.

It can also help connect areas that are often handled separately, such as accounting, taxes, payroll, cash flow, employee benefits, retirement plans, owner compensation, and succession planning.

AMG’s business consulting process is built around understanding your business, priorities, and long-term objectives before evaluating planning opportunities.

Read the blog: https://advisorsmanagement.com/tools-resources/blog/frequently-asked-questions-about-business-consulting-services/

Are you a business owner looking for a more coordinated approach to financial information and business planning?

Learn more about AMG’s business consulting services: https://advisorsmanagement.com/services/business-consulting/

Address

505 King Street Ste 208
La Crosse, WI
54601

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4pm
Thursday	8:30am - 3pm

Website

http://www.advisorsmanagement.com/

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