KATIE CUNNINGHAM
Meet our newest team member, Katie Cunningham! A fan of cooking, not a fan of bugs, Katie brings energy and creativity to her role as our receptionist and office assistant.
The ABC’s of Section 529 College Savings Plans
Discover how 529 plans offer exit strategies for unused funds.
Mike Haubrich to present at EAA Chapter 838 August meeting
Mike Haubrich and EAA Chapter 838 invites you to their monthly chapter meeting and cookout on Thursday, August 15. Join the Chapter for food/drinks at 6 p.m. Chapter meeting and presentation at 7 p.m.
TOM KIERNAN
We’re excited to formally welcome Tom Kiernan to the FSG planning team. Tom brings a dedication to providing clients with an outstanding experience.
To Roth or not to Roth
Money inside a Roth IRA accumulates without having to pay taxes on the growth or dividends/interest each year. Justus Morgan explores other considerations when pondering “to Roth or not to Roth.”
August is National Dog Month – Can you match our FSG pooches to their owners?
Match our FSG team’s puppies to their owners in celebration of National Dog Month
Terri D’Alie earns business management certificate
Financial Service Group COO Terri D’Allie completes Business Management certificate from Cornell University.
Franksville Beer Garden June 13, 2024 – 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: Savings bonds revisited
Discover the latest information on savings bonds and the upcoming deadline to purchase Series I bonds at their current rate.
FSG Charity Referral Partners – 2024
See our updated list of Charity Referral Partners. Don’t forget, each time you refer someone you know to our office, we’ll make a $100 donation in your name!