Freeman Linde
CFP®, EA
La Crosse Financial Planning
Co-Founder and Financial Advisor
Freeman Linde
CFP®, EA
La Crosse Financial Planning
Co-Founder and Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you retire successfully and stay successfully retired. - Freeman Linde, CFP®, EA
Fee-Only financial planner located in La Crosse, WI, serving clients locally and across the country
Freeman Linde is a La Crosse, WI fee-only financial advisor serving clients locally and across the country. La Crosse Financial Planning Inc. provides comprehensive financial planning, tax planning, estate planning, and investment advisory services to help people over 50 organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Freeman Linde is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Freeman Linde, CFP® is a Certified Financial Planner™, Licensed Tax Advisor, Author, Speaker, and Co-Founder of La Crosse Financial Planning Inc.
Freeman specializes in working with clients to retire successfully and stay successfully retired. He is 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
Freeman's wife, Kayla was an Art Teacher and is currently a full-time mom. They enjoy adventures and retreats together, grabbing appetizers and drinks together, and enjoying both the outdoors and a cozy night in. They have two beautiful daughters, Elodie Joy and Emmelyn Grace, and the cat Kevin.
Community
Freeman & Kayla are very involved in our church, volunteering, learning, and leading.
Education
Freeman graduated summa cum laude with a Bachelor’s of Science in Business Management, focusing on behavior change leadership. He is a voracious reader and audiobook listener, averaging one a week on topics ranging from finance to psychology, and spirituality to health and fitness.
Freeman Linde is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We work with you to create a customized plan of action to improve ALL areas of your financial life. We work with those who wish to pay less in taxes, have their money worker harder for them than they work for it, want to optimize retirement and employer benefits, pay less in fees and interest, and save money on insurance.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Tax Planning & Prep
Ideal Clients
- Retirees
- Nearing Retirement
- Sudden Money Situations
- Early Retirement
Working Together
- In-Office & Zoom Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Freeman Linde is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Freeman Linde is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Freeman Linde
Office Locations:
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700 3rd St N
Suite 202A
La Crosse, WI 54601
