40th Anniversary Celebration and Client Appreciation Event Recap
On September 13, FSG hosted clients and their guests at our very special event to mark our 40th Anniversary and express our appreciation for our clients.
Justus Morgan’s reflections on FSG 40th anniversary
As FSG celebrates our 40th year in business, Justus Morgan shares his personal reflections and experiences over his 20 year career with us.
40th Anniversary Celebration RSVP Form
Help us Celebrate our 40th Anniversary!
JOSE CARBAJAL, EA
Jose joined FSG in September 2022 after working with H&R Block for more than three decades. He will lead our tax preparation practice and assist the financial planners with tax planning.
SAFE Haven of Racine receives 2022 Client Appreciation Donation
SAFE Haven of Racine receives 2022 Client Appreciation Donation Charitable donations made on behalf of our clients has become a popular and widely appreciated practice. Given that COVID precautions led us to cancel our annual large-scale, in-person client appreciation events for the past few years, we donated sizeable funds to charitable organizations in lieu of…
October 2022 update on market conditions
Earlier in October we sent a communication to our clients describing some of the current conditions that are having an impact on the financial markets.
Tax Manager (summers off!) position open with FSG!
Check out this opportunity to join our team of pros as our resident tax expert. Hybrid work environment with liberal time off so you can enjoy your Great Life!
Retirement Planning Today course – March, 2022
Justin and Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in March.
Protect your financial wellbeing from scammers
Scammers constantly come up with ways to access your personal, confidential information. Protect your financial wellbeing.
Why we sharpen the saw
We believe in taking time to reflect, consider, and identify our plans for how we’ll add value to our clients.