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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

FSG Team outing to celebrate 35th anniversary

Event, UncategorizedBy Tami WittJune 13, 2018Leave a comment

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

WorkshopsBy Tami WittApril 4, 2018Leave a comment

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

Articles of InterestBy Tami WittMarch 14, 2018Leave a comment

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

Articles of Interest, Team, To Your WealthBy Tami WittFebruary 14, 2018Leave a comment

We’re celebrating our 35th Anniversary this year. Michael Haubrich shares his reflections on this milestone event.

What is your vitality plan?

Articles of Interest, Elder Life PlanningBy Tami WittFebruary 2, 2018Leave a comment

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

WorkshopsBy Tami WittJanuary 18, 2018Leave a comment

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

AnnouncementsBy Tami WittOctober 17, 2017Leave a comment

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

Articles of InterestBy Tami WittOctober 17, 2017Leave a comment

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

Announcements, Articles of InterestBy Tami WittOctober 16, 2017Leave a comment

We’re collecting items for the Veterans Outreach of Wisconsin. Check out the list of needed items!

Serving older adults and their families

Articles of Interest, Elder Life PlanningBy Tami WittJuly 20, 2017Leave a comment

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…

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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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