Financial Planning Services

Planning Your Financial Future: Thinking about Tomorrow, Today

If you are approaching retirement – or are retired please give us a call and schedule an appointment. We offer personalized, hands-on service. We educate our clients about financial concepts and products and we take the mystery out of investing, insurance, estate conservation, and preserving wealth.  

To create the financial future desired, today’s investor needs two things: an understanding of which investment are most appropriate for each situation and goal, and a relationship with a trusted investment professional who has a clear understanding of the investor’s needs. 


Educational workshops and financial planning tools

Part of a comprehensive financial plan is understanding the issues and opportunities ahead of you.  We educate our clients through workshops and webinars and utilize timely and useful tools in our planning services that address:

  • Money Guide Pro Financial Planning analysis
  • Health Care Costs in Retirement
  • Social Security analysis
  • LTC/Extended Care analysis

Risk Management, Extended Care/LTC planning and Insurance

Protect what matters most.  Reach out to us to help you navigate through those tough questions and learn more about what options are available through prudent and innovative risk management and insurance strategies - for every stage of life. 

Whether you're looking to prepare for Extended Care and Long-Term Care, protect future retirement income, searching for affordable term insurance or the lifelong protection and cash value of permanent insurance, our Team will assist you in what you need to know about the many new options available for your legacy, retirement and income risk management. 

Asset Protection

An important part of accumulating wealth is to create a sound financial plan for asset protection. Depending upon your needs and the stage of life that you’re in, we will consider investments that provide different tax advantages, both tax free and tax deferred. We will also discuss the need for protection for your heirs through different life insurance strategies.


Understanding tax strategies and managing your tax bill should be a part of any sound financial approach.  Some taxes can be deferred, and others can be managed through tax-efficient investing.  With careful and consistent preparation and a team approach with your tax advisor, you may be able to manage the impact of taxes on your financial effort.


Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.  An effective estate strategy created with your estate attorney, can spell out your healthcare directives, designate someone to manage your financial affairs and ensure your directives are carried out, even if you are unable to do so yourself. 

Coulee Wealth Management services support and resources include: 

  • Brokerage and fee-based advisory services
  • A broad range of investment solutions
  • Innovative technology and secure client platforms
  • Objective market research from a team of analysts, economists, and investment strategists


Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. Always consult a qualified tax advisor for information as to how taxes may affect your particular situation.