Michael Swartz (CFP®)

Michael Swartz focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Freeman Linde, CFP® specializes in retirement and tax planning services. Michael Swartz, CFP® specializes in working with medical professionals actively employed and retired.

Additional Information

La Crosse Financial Planning works with clients in two specific specialties: Freeman Linde, CFP® works primarily with non-medical retirement planning clients. Michael Swartz, CFP® works with primarily with medical professionals from active employment through retirement.

NAPFA Start Date

July 15, 2022


This Office

700 3rd St N Ste 202A La Crosse, WI 54601 Phone: (608) 534-4444