Financial Service Group, Author at To Your Wealth

Funeral pre-planning can be a loving gift – October 13 Virtual Learning Event

Back by popular demand! Learn about funeral pre-planning and how this can help ease the burden for your surviving loved ones.

Justin Moilanen teaching virtual Retirement Planning Today® course

Justin Moilanen will be virtually teaching the Retirement Planning Today curriculum as part of UW-Parkside’s mini-course offering. Read more and register.

estate planning investment strategy retirement planning retirement plans workshop

Thanks for taking time to give us your feedback. We’ve paid it forward.

We had a 75% response rate to our call for client feedback and have made a $1000 donation to Health Care Network in Racine.

Health Insurance Before Medicare – Virtual Learning Event – Sept 29

Virtual Learning! This repeat learning event will help you learn more about health insurance options available to you before your Medicare age eligibility.

health insurance Medicare

COVID-19: How we’re keeping you (and us) safe

Here are the steps we’re taking as we plan to reopen our office on July 6 for deliveries and paperwork pick-up/drop-offs. Meetings will continue to be held virtually (phone or video) until further notice.

Watch for our new ads!

Financial Service Group print ads are now appearing in the Racine Journal Times, Kenosha News, and Lake Geneva Regional News on select Sundays and weekdays.

Corona COVID-19

Why we turned down the PPP money. FSG Updates as of April 24

We were confronted with a business decision and applied our values to come to a conclusion that makes us proud.

Coronavirus COVID-19

FSG Updates as of April 10

There is no shortage of people attempting to take advantage of the Coronavirus emergency. Scammers are very clever and here are a few tips to help protect you and your loved ones from Coronavirus-inspired scam artists.

Coronavirus scammers scams