The advisors at our firm specialize in Financial Planning. Whether you are just starting a Financial Plan or are just about to retire, we are here to provide our knowledge and expertise. We believe in Comprehensive Financial planning and insuring against what can go wrong so our clients have the luxury to invest for what can go right.
We wanted our firm’s name to have meaning behind it. The Firm’s name has three partners, Travis Minegar, Matthew Haffemann, & Zachary Sippl. We decided on this name as it brings our values, which we were raised on into Financial Planning.
We are located in beautiful historic downtown La Crosse, Wisconsin. Although we are located in Wisconsin we serve many areas and help our clients throughout by using new technology. We are able to run virtual meetings with our clients that aren’t located within driving distance from our office.