As the education landscape continues to change, thoughtful financial planning for cost of higher education is a high priority early step for families who want flexible options and tax saving advantages.
FSG Clients are invited to join us at our beautifully decorated office building at 4812 Northwestern Avenue | Mount Pleasant, WI | 53406 on Thursday, December 11 any time between 3 p.m. and 6 p.m. for our Holiday Open House Light refreshments, beverages, and good cheer will abound! Stay for as little or as long…
We are currently recruiting for an Associate Financial Advisor. If you know someone interested in joining a great team, pass along this opportunity!
Financial Service Group is pleased to welcome the Racine Friendship Clubhouse to our list of Charity Referral organizations. See our updated list and learn more about Racine Friendship Clubhouse.
UPDATED 7/31! The Senior Deduction of the OBBB is aimed at reducing federal income taxes on Social Security benefits.
More than advice, FSG creates value through experience, teamwork and values-driven service – so you can live your Great Life every day.
Brand New! FSG Client Showcase Series micro-events bring our clients and guests together to share their hobbies, interests, and talents in a variety of formats at various times throughout the year.
See our list of Client Referral Program recipients. 2025 08 11 Charity Descriptions
Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in March. The program explores the “big picture” of various personal finance topics and is open to the public.
Clients and guests of clients are invited to join us at the Franksville Craft Beer Garden located at 9614 Northwestern Avenue. More info and RSVP here.