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

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

Announcements, To Your WealthBy Financial Service GroupJune 16, 2020

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.

Tax law changes impact required minimum distributions

Articles of Interest, The Journal TimesBy Financial Service GroupMay 13, 2020

Changes to required minimum distribution rules as the result of SECURE and CARES Acts may help retirees by relaxing some of the requirements.

Watch for our new ads!

AnnouncementsBy Financial Service GroupMay 4, 2020

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.

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

Articles of InterestBy Financial Service GroupMay 3, 2020

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

FSG Updates as of April 10

Articles of InterestBy Financial Service GroupApril 10, 2020

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.

Investment Update Webinar – A Virtual Learning Event – April 20

Event, WorkshopsBy Financial Service GroupApril 9, 2020

Attend the April 20 Webinar, hosted by Justin Moilanen on the topic of Investing

FSG Updates as of April 3

Articles of InterestBy Financial Service GroupApril 3, 2020

We’re trying to stay in close touch during the Coronavirus outbreak. Read our lates firm update.

CARES Act summary

Articles of InterestBy Financial Service GroupApril 2, 2020

Link to a 10-page pdf summary of the CARES Act.

FSG Updates as of March 27

Articles of InterestBy Financial Service GroupMarch 28, 2020

Our office lobby is now closed to the public. Highlights of the CARE Act.

FSG Updates as of March 20

Articles of InterestBy Financial Service GroupMarch 20, 2020

Here are a couple of updates from FSG for the week

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FINANCIAL SERVICE GROUP INC.

4812 Northwestern Avenue
Mount Pleasant, Wisconsin 53406
Phone: (262) 554-4500 | Toll-Free: (800) 420-4500
Fax:(262) 554-1907 | Email: info@toyourwealth.com
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