Freeman Linde, CFP®
Financial Planning for Folks over 50
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La Crosse Financial Planning
Freeman Linde, CFP®
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Advisor
La Crosse, WI
Serving Clients Nationwide
Financial Planning for Folks over 50
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Freeman Linde, a Certified Financial Planner™, Licensed Tax Advisor, Author, and Speaker.I specialize in working with clients to retire successfully and stay successfully retired. I'm the author of 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others, and the host of the RetireMentorship Podcast.
➡️ Family: My wife Kayla was an Art Teacher and is currently a full-time mom. We enjoy adventures and retreats together, grabbing appetizers and drinks together, and enjoying both the outdoors and a cozy night in. We have two beautiful daughters, Elodie Joy and Emmelyn Grace. We have two cats, Kevin and Munchie.
➡️ Community: We are very involved in our church, volunteering, learning, and leading. I both get mentored and am mentoring someone
➡️ Education: I graduated summa cum laude with a Bachelor’s of Science in Business Management, focusing on behavior change leadership. I am a voracious reader and audiobook listener, averaging one a week on topics ranging from finance to psychology, spirituality to health and fitness.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Enrolled Agent (EA)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- Financial Planning Association
Primary Location
700 3rd St N. Ste 202A La Crosse, WI 54601
Video
Meeting Options
- Video Conference
- In-Person
- Phone
- Online Courses
- Webinars
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule a free discovery meeting. We’ll meet to discuss your situation, your goals, and what you hope to accomplish. You can ask us questions and decide whether you could see working with us. Bring as much or as little information as you want to this first meeting. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
The La Crosse Financial Planning Difference✅ Independent Fiduciary: LaxFP is not owned by or affiliated with any insurance company, bank, or broker-dealer. We create plans and give advice in your best interest, with no sales quotas or commissions. The way it should be.
✅ Certified Expertise: The Certified Financial Planner™ designation is the Gold Standard for comprehensive financial planning. We also have an Enrolled Agent with the IRS, making him the only local CFP® who can also give tax advice.
✅ Focused on 50+: We work specifically with people over age 50. All our time is spent serving this unique set of needs. Comprehensive retirement planning is what we do. With 30+ years ahead as planners, we are the last advisors you’ll ever need.
✅ Commission Free: We never earn commissions or sell products. We are NAPFA Registered Advisors, the highest standard for fee-only fiduciary work, and a member of the Fee-Only Network. Our transparent fees make it easy to know what you’re paying.
Education
University of Wisconsin-La Crosse, Bachelor of Science (B.S.), Business Management
Hobbies and Interests
- Church
- Family
- Reading
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
- Parents
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