Coulee Country Financial Services

Coulee Country Financial Services Coulee Country Financial Services was formed in 2006 to offer the best in risk management and invest Special times spent with family and friends.

I formed Coulee Country Financial Services in 2006 to offer the best in risk management and investment opportunities. I work primarily with individuals, families and small business owners with the goal to give them the best life they can lead with the resources they have while helping them be prepared for life's financial challenges. We all have those special moments that we will never forget. Big

fish, trips to places you have always wanted to go; those are the dreams that come true with careful planning. I can help you get there. Let me show you how.

There are benefits and limitations when using a living trust.
09/09/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

You can help ensure that losing your wallet doesn't turn into something bigger.
09/08/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

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The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
09/07/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Surprises crop up every day, and they’re a great reason to work with us.
09/04/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
09/03/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.
09/03/2026

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
09/02/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Three tips for giving smart from the heart.
09/01/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

08/31/2026

When was the last time you updated your will?

If you thought that payouts from life insurance are tax-free in all cases, think again.
08/27/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Address

114 Leonard Street N
La Crosse, WI
54669

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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