Financial Planning Services

What are your most important goals?

CWM Coulee Wealth Management
Our world has changed significantly just as so many approach the cusp of retirement or begin to live what hopefully will be 30+ years of retirement. We advise, guide and help individuals and couples create personalized financial and retirement income plans. We also believe it’s important today to get a second opinion or review your existing plan and strategies amidst these disruptive changes we are all experiencing, in order to adjust or create a plan that aligns with your unique situation going forward. In this environment of increased uncertainty, it’s important to Know Your Options.

 

Investing involves risk including 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. 

Coulee Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Coulee Bank is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Coulee Bank or Coulee Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Coulee Wealth Management, and may also be employees of Coulee Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Coulee Bank or Coulee Wealth Management.  Securities and insurance offered through LPL or its affiliates are:


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.