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…
Here’s an opportunity to learn more about FSG and the fee-only advantages you’ll experience with us. Open to the public!
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…
We’re celebrating our 35th Anniversary this year. Michael Haubrich shares his reflections on this milestone event.
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!
Attend this no-cost opportunity and learn more about how the new tax code will impact you in 2018 and beyond.
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.
Read about and see images of Team FSG at work volunteering for Veterans Outreach of Wisconsin at their tiny homes for veterans project.
We’re collecting items for the Veterans Outreach of Wisconsin. Check out the list of needed items!
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…