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.
To Your Wealth: Finding Happiness During Uncertain Times
In this month’s To Your Wealth column, Justus Morgan explores how charitable giving could be a strategy for finding happiness during tumultuous, uncertain times.
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.
To Your Wealth: Steps to build retirement income
Outliving your money is a common worry among retirees, but there are steps you can take to feel more confident in your financial well-being.
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.
What’s Your Plan for Aging?
At Financial Service Group, we’ve spent years helping families plan for the later stages of life. Creating a thoughtful aging plan doesn’t just benefit you—it supports those around you, too. Read more in Justus’s To Your Wealth column
Career Insights: Reflecting on your most valuable asset
Reflecting on your career is a worthwhile endeavor to ensure you’re maximizing not only the financial value but also your career satisfaction.
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.