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 your Great Life...Now

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.

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 deserve fee-only financial advisors you can trust to do their best work in your best interests when things are going smoothly and when things get a little bumpy. For more than 35 years, we’ve built relationships based on integrity, compassion, respect, and excellence. Learn more about how our financial planning team serve as your fiduciary in helping you live the great life you want.

What’s happening with FSG

Returning your tax organizer and information

Below is our COVID-19 Office Protocol that we will be following in order to keep you, your family and our staff safe and healthy during tax season, yet continue to…

Justin Moilanen teaching virtual Retirement Planning Today® course in March

Justin Moilanen will be virtually teaching the Retirement Planning Today® curriculum under the banner of UW-Parkside's mini-course offerings. Read more and register.

Financial tips for a thriving 2021

Even if the resolutions you made in January have gotten a little stale, it's never too late to follow a few financial tips for a thriving 2021.