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 fee-only Financial Service Group can help. Contact us today and start planning for your great tomorrow.

Financial Planning with FSG – Live your Great Life...Now

At FSG, we inspire you to Live Your Great Life, as you define it and 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 any one of your Financial Service Group financial advisors to take care of your financial well-being so you can look to the future with peace of mind.

Fiduciary financial advisors who put your interests first

Our process begins with building a relationship. And all relationships are built on trust. You want experienced financial advisors to help guide you in achieving your goals. You want financial plan experts who are not incented to collect commissions for selling you financial products that don’t specifically align with your goals. You deserve fee-only fiduciary financial advisors who are ethically obligated to do their best work in your best interests at all times. 

For nearly 40 years, we’ve built relationships throughout Southeast Wisconsin based on trust, integrity, compassion, respect, and excellence. Learn more about how our financial planning team serve as your fiduciary in helping you live the great life–and retirement–you want and deserve.

News, Updates, and FSG Events!

Disability insurance: how to protect your income

Disability insurance is designed to pay out a portion of your income if you were unable to work due to illness or injury. See how this coverage works and what…

Charitable giving is increasing and evolving

Charitable giving is increasing. A study by Giving USA, American shows charitable giving hit $471 billion in 2020, a 3.8% increase from 2019.

Your holiday wellness plan should include ways to lower stress and taxes

The holiday season is stressful enough without adding tax stress to it. Here are a few ideas to reduce your tax stress as the year-end approaches.