Coulee Country Financial Services

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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.

If you died, what would happen to your email archives, social profiles, and online accounts?
10/16/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

A special needs trust can help care for a special needs child, even after you’re gone.
10/15/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportuni...
10/15/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

10/14/2026

Do your kids have the right stuff for college?

10/13/2026

Do you have a will? Is it updated?

Being healthy may help your personal finances.
10/12/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sur...
10/08/2026

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sure annuities are part of your financial strategy. Explore this resource to learn how annuities can enhance your retirement plan.https://s3.amazonaws.com/static.contentres.com/media/documents/1666bc5d-991f-4f26-9364-a2e1bb539c7c.pdf

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
10/08/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
10/07/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

10/06/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

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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