Technologies to support our clients

Our clients are important to us!

We’ve created a tip sheet to help make understanding and accessing the various technologies we employ to provide online access to your investment accounts, connect you with our office, give up real time information on your allocations and enable you to quickly and readily access estate planning documents and other important papers.

Click here to access the one-page tip sheet, Technology Tools

2018 FSG in review – celebrating our team

There were many celebrations for our team in 2018. Tami and Mike celebrated the weddings of two sons and a successful open heart surgery for Mike. Traci married her beau, Sam. Brittany earned her CERTIFIED FINANCIAL PLANNER™designation. We all celebrated the firm’s 35th anniversary. And the list goes on. Before fully settling into 2019, here’s a little view of our team from 2018. Enjoy this brief visual show of the FSG team’s 2018 in review!

 

 

In Review