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.
Pat Bohon brings more than 20 years of experience in tax preparation to serve FSG clients. He works to help clients navigate complex tax situations with clarity and confidence.
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.
Meet our newest team member, Katie Cunningham! A fan of cooking, not a fan of bugs, Katie brings energy and creativity to her role as our receptionist and office assistant.