Fee-only Financial Planning

that's all about you

We understand planning for your retirement and life beyond that milestone is something that’s easy to put off doing. A no-commitment conversation with one of our trusted CERTIFIED FINANCIAL PLANNER™professionals, will take the stress out of the process and show you all that Financial Service Group can offer. Contact us today and start planning for your great tomorrow.

Financial Planning with FSG – Live Inspired!

At FSG, we inspire you to Live Your Great Life, as you define it and you want it to be. We’re passionate about helping you align and integrate your financial plan with your social, family, and work lives. When times are changing (and even when they’re not), you can trust your FSG financial advisors to take care of your financial well-being so you can look to the future with peace of mind.

  • Financial Planning
  • Retirement Planning
  • Investment Planning
  • Elder Life Planning

Financial advisors who put your interests first

Our process begins with building a relationship. You want experienced financial advisors to help guide you in achieving your goals. And you deserve financial planning partners you can trust to be with you when things are going smoothly and when things get a little bumpy. For 35 years, we’ve built relationships based on integrity, compassion, and excellence. Learn more about our financial planning team and how we can help you live the great life you want.

What’s happening with FSG

Rolling over retirement plan balances

Leaving an employer involves making decisions including what to do with retirement plan balances you’ve accumulated during your employment.

Walking tour of beautiful downtown Racine - August 10

Join us for this fun, informative event. We only have room for 20. Sign up today!

Making Sense of Retirement Distributions

Attend our June 11 Learning Event to help you make sense of retirement distributions, income sources, penalties and more.