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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

Charitable Remainder Trusts: Leaving a Legacy

Articles of InterestBy Financial Service GroupSeptember 9, 2021

Charitable Remainder Trusts: Planning for Now and Leaving a Legacy No question – planning for a time when you’re no longer around is hard. If you’re like most people, the most important thing is being able to continue to protect the people you love. And for many people who have made charitable gifting part of…

Paying for college: Start with a budget

Articles of InterestBy Financial Service GroupSeptember 8, 2021

As college costs have increased, students and families have had to become much more proactive and involved in figuring out how to pay for it. But there are options, and the earlier you start the better off you’ll be.

Building a team to support your Great Life

Articles of Interest, CareersBy Financial Service GroupAugust 5, 2021

Consider the value of having a trusted team to support your career asset, your financial well-being, and all the aspects of your great life.

Taking your Career on the Road

Articles of Interest, CareersBy Financial Service GroupAugust 3, 2021

Young people today have had a major reset on how they want to theicreate, build, and support their career asset. Many are taking remote work to a whole new level.

Setting your retirement on FIRE

Articles of Interest, CareersBy Financial Service GroupAugust 2, 2021

Does the idea of retiring early get you fired up? It’s not wise for everyone and it requires a lot of discipline, but there are ways to join the FIRE movement.

Exercise your Career Asset Like an Athlete

Articles of Interest, CareersBy Financial Service GroupJuly 28, 2021

There are a few ways that you can treat your career like a sport to set yourself up for long-term success.

Client Appreciation Donation 2021

AnnouncementsBy Financial Service GroupJuly 18, 2021

In appreciation of our clients, FSG is making donations to three organizations focused on helping those who are need of basics like food, shelter, and protection from abuse.

Investment Perspectives Newsletter from Justin Moilanen

Articles of Interest, Resource MaterialBy Financial Service GroupApril 5, 2021

Access archived copies of Investment Perspective Newsletter from Justin Moilanen. Includes links to timely articles and information.

Returning your tax organizer and information

UncategorizedBy Financial Service GroupFebruary 18, 2021

Below is our COVID-19 Office Protocol that we will be following in order to keep you, your family and our staff safe and healthy during tax season, yet continue to serve you: DROP OFF PROTOCOL  Upon arriving at the office, please leave your tax paperwork in the box located between the set of double…

Justin Moilanen teaching virtual Retirement Planning Today® course in March

Announcements, WorkshopsBy Financial Service GroupFebruary 18, 2021

Justin Moilanen will be virtually teaching the Retirement Planning Today® curriculum under the banner of UW-Parkside’s mini-course offerings. Read more and register.

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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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