Fee-only Financial Planning

for your GREAT LIFE

At one time, your retirement was a distant dream. You knew you needed to start planning for it, but it was easy to push it off to another day. Then one day you realized the future was closer than you thought. The stress of planning for your golden years started weighing more heavily on your mind. You needed help to make sure you could have the financial well-being you imagined.

Our trusted CERTIFIED FINANCIAL PLANNER™ professionals specialize in taking the stress out of retirement planning. With a no-commitment conversation, they can show you how Financial Service Group can help you achieve the great life of your dreams.

It’s time to start planning for your great tomorrow. Don’t wait any longer. Contact us today and let us help you create the retirement you deserve. 

Fiduciary Financial Planners Based in Racine, Wisconsin

For more than 40 years we’ve built relationships throughout Racine, Kenosha, and Southeast Wisconsin based on trust, integrity, compassion, respect, and excellence. Thanks to our sophisticated technology we’re able to serve clients anywhere in the United States.

We believe in relationships. In fact, it’s at the heart of everything we do. All relationships are built on trust and that can be hard to find these days. You are tired of looking for financial planning pros who are not incented by collecting commissions for selling you financial products that don’t 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.

Our financial planning team serves as your fiduciary in helping you live your great life–and retirement–as you envision it.  We help you answer the most important questions you may have:

News, Updates, and FSG Events!


We’re excited to formally welcome Tom Kiernan to the FSG planning team. Tom brings a dedication to providing clients with an outstanding experience.

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To Roth or not to Roth

Money inside a Roth IRA accumulates without having to pay taxes on the growth or dividends/interest each year. Justus Morgan explores other considerations when pondering “to Roth or not to Roth.”

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4812 Northwestern Avenue
Mount Pleasant, Wisconsin 53406
Phone: (262) 554-4500 | Toll-Free: (800) 420-4500
Fax: (262) 554-1907 | Email: info@toyourwealth.com
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