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.

05/21/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

If you died, what would happen to your email archives, social profiles, and online accounts?
05/20/2026

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?

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC...
05/19/2026

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC) coverage can set you apart from your competitors while leveraging additional tax advantages.

The average college senior graduates with credit card debt. How will your kids manage money?
05/19/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Three steps may make a difference if you find yourself suddenly single.
05/18/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

Being healthy may help your personal finances.
05/15/2026

Being healthy may help your personal finances.

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

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
05/14/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Here are a few key factors to consider when naming an executor for your estate.
05/13/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
05/12/2026

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.

Teamwork makes the dream work. But what happens when a key player on your team is absent? Ensuring your business is prep...
05/12/2026

Teamwork makes the dream work. But what happens when a key player on your team is absent? Ensuring your business is prepared with Key Person insurance can help your company weather the loss of your key employees.

Concerned about identity theft? Some things to leave at home.
05/11/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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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