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.
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