Vincent Tortorici, CFP®, MBA
Vince works with clients on helping them live their great lives through a holistic approach to financial life planning.
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…
Giving thanks: Creative cards inspire gratitude
A special shout out to our friends at Careers Industries for the beautiful work on our 2018 holiday cards!
Medicare Learning Event – Sept 12
Attend our upcoming learning event and discover all the critical things you need to know about Medicare and the important decisions you need to make.
Long Term Care Planning Learning Event – Oct 10
At this learning event, we’ll cover important things you need to think about when it comes to long-term care planning for yourself or your loved ones.
FSG Team outing to celebrate 35th anniversary
Following a long day of meetings and planning for the remainder of 2018, the FSG team enjoyed a little R&R at the hands of Chef John Bogan at the Lake Geneva School of Cooking. The team was greeted with some sparkling wine and delicious parmigiano popovers to start the evening. We then enjoyed a meal…
May 8: Exploring FSG – experience our unique approach to helping you live your great life
Here’s an opportunity to learn more about FSG and the fee-only advantages you’ll experience with us. Open to the public!
Anniversary reflection…our offices, old and new
Through 35 years of growth, the home of Financial Service Group has grown with us. From our early days in a two room, 2nd story space to the beautiful office center we built in 2008 we’ve seen a lot of changes in scenery! We like to think our facility reflects our client-focused brand and helps…
Reflections on our 35th anniversary
We’re celebrating our 35th Anniversary this year. Michael Haubrich shares his reflections on this milestone event.
What is your vitality plan?
Kay VanNorman, president of Brilliant Aging, shares her insights on retaining your vitality while you age. Interested in learning more from Kay? Let us know and we’ll host an interactive workshop with Kay!