Spotlight on service: Career Transitions

Did you know that one of the many services offered to clients of Financial Service Group is our approach to career transitions?  In fact, FSG president, Michael Haubrich is recognized by our industry as one of the early pioneers in viewing a person’s career as an asset along with other asset classes such as cash, stocks, bonds, insurance and other investments. Coined as Career Asset Management, Mike has spoken on the subject at local, regional and national events.  He is currently completing a book on the subject which will be published later this year.Continue reading

Social Security & You – March 19

[vc_row][vc_column width=”1/1″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″]Join Justus Morgan and Justin Moilanen to learn the basics of Social Security including how benefits are determined for workers, spouses, and surviving spouses, the interaction between claiming now versus delayed benefits, and how different claiming strategies can significantly impact your retirement income sustainability.

This interactive presentation to be held at our office on March 19 from 6:30 p.m. to 8 p.m. is for individuals and couples getting close to the age when they may start collecting Social Security retirement benefits.

To reserve your seat, please call Lori at (262) 554-4500 ext. 105 or use our registration form below. Seating is limited.[/vc_column_text][mk_content_box heading=”Register for the Workshop”][vc_column_text disable_pattern=”false” align=”left” margin_bottom=”0″]Social Security and You

Date: March 19, 2014

Time: 6:30 p.m. – 8 p.m.

Location: Financial Service Group[/vc_column_text][/mk_content_box]

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January, 2014

In this month’s issue:

  • Justus Morgan’s January To Your Wealth Column as seen in the Racine Journal Times:  Too much of a good thing.
  • An enduring message to begin the New Year from Mike Haubrich
  • March Workshop on Social Security announcement

January, 2014 To Your Wealth Newsletter