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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

40th Anniversary Celebration and Client Appreciation Event Recap

Articles of Interest, EventBy Tami WittSeptember 14, 2023

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

Articles of Interest, To Your WealthBy Tami WittMay 15, 2023

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

UncategorizedBy Tami WittJanuary 23, 2023

Help us Celebrate our 40th Anniversary!

SAFE Haven of Racine receives 2022 Client Appreciation Donation

Announcements, Articles of Interest, To Your WealthBy Tami WittOctober 18, 2022

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…

Protect your financial wellbeing from scammers

The Journal Times, To Your WealthBy Tami WittFebruary 15, 2022

Scammers constantly come up with ways to access your personal, confidential information. Protect your financial wellbeing.

Why we sharpen the saw

Articles of Interest, TeamBy Tami WittJanuary 9, 2022

We believe in taking time to reflect, consider, and identify our plans for how we’ll add value to our clients.

Five money moves to make in 2022

Articles of InterestBy Tami WittJanuary 3, 2022

Five money moves to make in 2022 Working out more, prioritizing self-care, and spending less time on your devices are all great resolutions for 2022. And while we’re at it,…

Health Insurance Before Medicare – October 5 Virtual Learning Event

Event, WorkshopsBy Tami WittAugust 13, 2021

Repeat session! In this virtual event, you will learn about differences, costs and coverages associated with health insurance before age 65.

Long Term Care Planning Learning Event – September 14

Event, WorkshopsBy Tami WittJuly 12, 2021

At this repeat 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.

Highway 38 to undergo roadwork April to Fall 2021

AnnouncementsBy Tami WittApril 14, 2021

Beginning in April Highway 38 (Northwestern Avenue) will undergo roadwork. Access to our office will remain open.

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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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