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Menu
  • Why FSG
  • What We Do
  • Who We Are
    • Our Team
    • Learn about fee-only FSG
    • Giving Back to the Community
  • Client Center
  • News
  • Contact Us
  • Form CRS

Retirement Planning Today course – October 2023

Event, WorkshopsBy Financial Service GroupSeptember 13, 2023

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.

Optimistic Aging book summary

Book Review, To Your WealthBy Financial Service GroupAugust 21, 2023

In this book, Margit Cox Henderson provides insights and tips on how to stay healthy, active, and engaged as you age, and how to make the most of your retirement years.

Office Assistant/Receptionist position now open

Announcements, CareersBy Financial Service GroupJuly 12, 2023

FSG has a current opening for an experienced, energetic office assistant/receptionist in our beautiful Mount Pleasant Office.

Associate Financial Planner position now available

Announcements, CareersBy Financial Service GroupJuly 6, 2023

We are currently recruiting for an Associate Financial Planner. If you know someone interested in joining a great team, pass along this opportunity!

Understanding the debt ceiling

Articles of Interest, To Your WealthBy Financial Service GroupMay 11, 2023

Understanding the debt ceiling, why you should care about it, and how it impacts your personal financial picture.

Terri D’Alie named COO

Announcements, TeamBy Financial Service GroupMarch 15, 2023

Congratulations to Terri D’Alie who has been appointed to the role of Chief Operations Officer at Financial Service Group.

Terri’s reflections on FSG 40 years in business

Articles of Interest, TeamBy Financial Service GroupMarch 15, 2023

Terri recalls her earliest days with FSG in this 40th Anniversary special reflections series.

Reflections on 40 years in business

Articles of Interest, TeamBy Financial Service GroupFebruary 15, 2023

Mike Haubrich shares his personal reflections of the last four decades serving the financial planning needs of the Racine area communities.

Retirement Planning Today course – March 2023

Event, WorkshopsBy Financial Service GroupFebruary 15, 2023

Justin and Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in March. The programs explores the “big picture” of various personal finance topics and is open to the public.

SECURE 2.0 act facilitates increased saving and investing

Articles of InterestBy Financial Service GroupJanuary 16, 2023

New rules under the SECURE 2.0 Act passed by Congress in December 2022, makes it easier to save for your retirement.

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