Associate Financial Advisor position now available
We are currently recruiting for an Associate Financial Advisor. If you know someone interested in joining a great team, pass along this opportunity!
Racine Friendship Clubhouse added to FSG supported organizations
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.
To Your Wealth: What you need to know about the Social Security tax deduction
UPDATED 7/31! The Senior Deduction of the OBBB is aimed at reducing federal income taxes on Social Security benefits.
Creating value for our clients
More than advice, FSG creates value through experience, teamwork and values-driven service – so you can live your Great Life every day.
Welcome to FSG Client Showcase Series
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.
2025 Charity Referral organizations
See our list of Client Referral Program recipients. 2025 08 11 Charity Descriptions
Retirement Planning Today course – March 2025
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.
Franksville Beer Garden June 12, 2025 – Client RSVP form
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, EA
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.
Retirement Planning Today course – October 2024
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.