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!
April 17: Decoding the new tax code and what it means for you
Attend this no-cost opportunity and learn more about how the new tax code will impact you in 2018 and beyond.
New additions to our Charity Referral network
Giving back to our local community has always been important to us. We’re expanding our Charity Referral Program to include Veterans Outreach of Wisconsin and Hospice Alliance.
Volunteer Day enriches FSG team members
Read about and see images of Team FSG at work volunteering for Veterans Outreach of Wisconsin at their tiny homes for veterans project.
Donations being collected for Veterans Outreach of Wisconsin
We’re collecting items for the Veterans Outreach of Wisconsin. Check out the list of needed items!
Serving older adults and their families
Serving older Adults and their Families was the topic for the annual Summer Gathering hosted by Financial Service Group July 12-13, 2017. The two-day workshop was facilitated by Erika Walker, CEO of Sage Wave Consulting which advises businesses on preparing to serve the growing aging population. Fee-only financial planners from Wisconsin, Minnesota and Illinois used…
Learning Event: Habits of Career Sustainability
Michael P. Haubrich, founder of Financial Service Group and author of Career Asset Management: Getting Ahead, Staying Ahead and Using Your Head to Maximize your Career Value, will lead this interactive discussion on ways to develop, manage and optimize your career. Who should attend: anyone who is still actively working; new graduates; those nearing retirement.…