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 how Financial Service Group can help. 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
  • Career Asset Management

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 fee-only 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

Vincent Tortorici, CFP®, MBA

Welcome Vincent Tortorici to the FSG financial Planning team. Vince relocated from North Carolina to join the team in August.

Justus Morgan teaching Retirement Planning Today® mini-course at UW-Parkside

Justus Morgan is once again teaching Retirement Planning Today hosted at UW-Parkside for those age 50-70. Read more and register.

Fee-only financial planning Learning Event - November 5, 2019

Interested in learning about fee-only financial life planning and how we can help you achieve your great life? Attend our…