Financial planning partners who care
about more than your money

Career Asset Management. Does your current career path provide you with satisfaction and good work+life fit? Do you view your career as one of your greatest financial assets? A year ago, my answers were "No." I've spent the last 10+months changing my story with the help of Financial Service Group (FSG) in Racine, WI. My mentors from FSG helped me identify what was most important to me in my career and how I could go about getting it. Leaving Walmart earlier this year, I made a commitment to myself and my family to get my next career chapter right. As emotionally challenging as it was to take an extended pause before making my next career move, it was exactly what I needed to do. My life situation was changing, which meant I needed to change my thoughts and actions to achieve the work+life fit I desired. I developed my "rules of engagement" for seeking my next role. These were: >Impactful role, preferably related to Sustainability >Mid-size, privately held FMCG company that walks-the-walk >Greater Chicagoland area to be closer to aging family. I interviewed with upwards of 30+ companies, passing on numerous job offers, to land where I know I am meant to be. SC Johnson, headquartered in my hometown of Racine, WI since 1886. I am just wrapping up my first week as the Director of Global Supply Chain Sustainability and feel grateful and excited for the future. My team will continue to lead the charge on impactful issues like deforestation and carbon emissions, helping our planet stay healthy. A hearty thank you to all my mentors and other supporters during my journey. You know who you are!

We searched for financial advice that centered on outcomes we value, such as the ability to travel, the care and continued development of our children and grandchildren, and our desire to remain engaged in meaningful work of some type for the rest of our lives. We've let our friends know how grateful we are to have found FSG. The group lives its philosophy in every aspect of its work with us as clients. The goal isn't making or growing money; it's building a life in which we and our family can thrive."

Everyone on their team is super helpful, kind and considerate, extremely knowledgeable, honest, dependable and professional – and their entire team is fantastic to work with. They work with us to understand our goals and tailor a plan around our needs, asking sometimes tough questions, providing options, and educating us all along the way. They have brought up important considerations we never would have thought of that impact our lives now and will continue to in the future. FSG said they would continually add value and they have definitely done that all along. We are so glad we partnered with FSG and we feel very fortunate we met them and developed an excellent trusting relationship that helps us live our great life!

FSG is our one-stop shop. They are reliable, capable, committed, welcoming, and supportive. The have provided us with key support and confidence during important changes and milestones in our careers, businesses, and life. They are always there to listen and help."

Our FSG advisor is very professional, attentive to our needs, and anticipates our concerns. FSG charges reasonable fees for services we find extremely helpful."

FSG knows its stuff, the market and is able to explain it all so we understand. And they do it with grace and humor (when appropriate!)."

My financial picture changed greatly after I became an FSG client and that gave me a great sense of security. The experience has been like working with a life coach and it's like always having someone in my corner."