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.

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.

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ...
08/27/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

Do you need umbrella insurance? Find out more.
08/26/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

08/25/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Renter? Think you’re covered by the owner’s insurance? Do a double check.
08/24/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

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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