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.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
06/18/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Throughout the journey to retirement readiness, there are a variety of signposts and roadside attractions to look out fo...
06/18/2026

Throughout the journey to retirement readiness, there are a variety of signposts and roadside attractions to look out for on your adventure. Life insurance, annuities, longevity planning, and disability insurance are often overlooked when preparing for retirement. Contact me and we can help you plan for your biggest adventure yet.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
06/17/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/16/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
06/15/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Many have heard they should avoid probate; do you understand what probate is and how it works?
06/12/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
06/11/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Planning is an essential part of your retirement journey. Take a look at this helpful resource that shows what you can e...
06/11/2026

Planning is an essential part of your retirement journey. Take a look at this helpful resource that shows what you can expect. The resource explores the three phases of your clients’ journey – growth, protection, and spending. Reach out to me for more information.https://image.engage.highland.com/lib/fe3311727364047c761176/m/1/e36bb629-2966-4e7f-a35e-040e96e684fd.pdf

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
06/10/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
06/09/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

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

Website

Alerts

Be the first to know and let us send you an email when Coulee Country Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Coulee Country Financial Services:

Shortcuts

Share

Category