Advisors Management Group, Inc.

Advisors Management Group, Inc. 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 throu

gh 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.

As the year reaches its midpoint, June can be a useful time to review financial goals, spending, savings, and priorities...
06/08/2026

As the year reaches its midpoint, June can be a useful time to review financial goals, spending, savings, and priorities.

Changes in spending, savings, income, family needs, or long-term priorities can all influence how a financial plan is reviewed throughout the year. A mid-year check-in can provide an opportunity to revisit those areas before the year-end rush.

In this article, we look at several areas that often come into focus during a mid-year financial review, including savings goals, retirement contributions, spending habits, and planning considerations for the months ahead.

Read the full article: https://advisorsmanagement.com/tools-resources/blog/mid-year-financial-check-in/

If you would like to discuss your financial goals or learn more about our financial planning services, please contact us: https://advisorsmanagement.com/contact/

Reminder: Our Annual Shred Event is Happening This Month!If you are in the La Crosse, Eau Claire, or Green Bay area and ...
06/07/2026

Reminder: Our Annual Shred Event is Happening This Month!

If you are in the La Crosse, Eau Claire, or Green Bay area and have old documents you have been holding on to that you would like to securely dispose of, stop by the Advisors Management Group office in your area June 23 through June 25 during regular office hours from 8:30 AM to 4:00 PM.

This event is free and open to the public, with no limit on the amount you bring. Priority service will be given to AMG clients.

Our La Crosse office will also be accepting non-perishable food donations for WAFER Food Pantry. Participation in the food drive is optional and not required to shred documents.

We look forward to seeing you there!

Today is National Higher Education Day, a day dedicated to recognizing the importance of post-secondary education, from ...
06/06/2026

Today is National Higher Education Day, a day dedicated to recognizing the importance of post-secondary education, from trade schools and certificate programs to colleges and universities.

For many families, conversations about higher education also include financial considerations such as savings, scholarships, grants, and financial aid.

If education planning is part of your broader financial goals, please contact us: https://advisorsmanagement.com/contact/

Please join us in wishing Abby a happy birthday!As part of our administrative team, Abby plays an important role in supp...
06/06/2026

Please join us in wishing Abby a happy birthday!

As part of our administrative team, Abby plays an important role in supporting our day-to-day operations.

We appreciate the work she does and hope she has a wonderful birthday!

June is National Homeownership Month, making it a fitting time to think about the financial considerations that can come...
06/04/2026

June is National Homeownership Month, making it a fitting time to think about the financial considerations that can come with major purchases, such as buying a home.

Large purchases may also include renovations, vehicles, or other financial commitments that can affect cash flow, savings goals, financing options, and long-term priorities.

If you are planning for a major purchase or weighing multiple financial decisions, this blog post covers several considerations that may be helpful to review, including ongoing costs, financing, savings goals, and long-term priorities.

Read the full article: https://advisorsmanagement.com/tools-resources/blog/financial-considerations-before-a-major-purchase/

If you would like to discuss your financial goals or learn more about our financial planning services, please contact us: https://advisorsmanagement.com/contact/

Registration is open for the 1st Annual AMG Summer Fun 5K Run/Walk!Join us on Saturday, July 18, at Pettibone Park in La...
06/02/2026

Registration is open for the 1st Annual AMG Summer Fun 5K Run/Walk!

Join us on Saturday, July 18, at Pettibone Park in La Crosse, WI, for a great morning supporting the Boys & Girls Clubs of Greater La Crosse. All proceeds from the event will benefit their programs in our community.

Registration is $30 per participant and includes a race number, water, and lunch. The first 75 people to register will receive a race t-shirt. Participants are welcome to run or walk.

We hope you’ll join us for a fun event and a great cause.

Register here: https://5k.advisorsmanagement.com/

Please join us in wishing Kristi a happy birthday!As our bookkeeper, Kristi plays an important role in supporting our te...
06/01/2026

Please join us in wishing Kristi a happy birthday!

As our bookkeeper, Kristi plays an important role in supporting our team, and we appreciate the work she does throughout the year.

Happy birthday, Kristi!

May 29 is National 529 Day, a day dedicated to raising awareness about education savings and 529 plans.A 529 plan is a t...
05/29/2026

May 29 is National 529 Day, a day dedicated to raising awareness about education savings and 529 plans.

A 529 plan is a tax-advantaged investment account designed to help families save for qualified education expenses, which may include K-12 tuition, college costs, vocational training, books, and certain room and board expenses.

As education costs continue to be an important part of many families’ long-term financial planning, 529 Day is a timely reminder to think about how saving for future education expenses may fit into your overall financial plan.

If you have questions about your financial plan or want to start planning for your child’s future education, contact Advisors Management Group: https://advisorsmanagement.com/contact/

In retirement, travel often becomes more flexible, but it also becomes more intentional.Without a set work schedule, dec...
05/28/2026

In retirement, travel often becomes more flexible, but it also becomes more intentional.

Without a set work schedule, decisions around when to travel, how often, and how long to stay are no longer limited by time off. At the same time, those decisions still exist alongside other financial priorities, including ongoing living expenses, healthcare, and long-term goals.

This article takes a closer look at how retirement travel may evolve and how those decisions fit within a broader financial plan over time: https://advisorsmanagement.com/tools-resources/blog/summer-vacation-planning-for-retirees/

If you would like to discuss your financial goals or have questions about your current strategy, please contact us: https://advisorsmanagement.com/contact/

As we head into one of the busiest times of year for homebuying, many buyers may already be touring homes, comparing opt...
05/27/2026

As we head into one of the busiest times of year for homebuying, many buyers may already be touring homes, comparing options, and thinking through their next steps.

If you’re actively house hunting or preparing to make an offer, it’s important to keep the financial side of the process in focus.

Reviewing your credit, understanding your savings, getting pre-approved, working with a real estate agent, and staying within your budget can all help you make a more confident decision.

Contact Advisors Management Group to discuss how a major purchase, such as buying a home, may fit into your overall financial plan: https://advisorsmanagement.com/contact/

Address

505 King Street Ste 208
La Crosse, WI
54601

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 5pm
Saturday 8am - 12pm

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