Learning Event: Meet FSG

Interested in learning about Financial Service Group (FSG) and our fee-only  approach to retirement, investment and tax planning?  This no pressure, no obligation session is designed to help inform you about our philosophy and approach to helping you live your great life. Who should attend: Anyone interested in learning the differences among commission, fee-based, and…

Justus Morgan earns Retirement Income Certified Professional® (RICP®) designation

Congratulations to Justus Morgan on earning the RICP® designation! Candidates for the RICP designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of experience, meet stringent ethics requirements, and participate in The College’s continuing education program. The RICP…

August 2013

Featured in this month’s To Your Wealth: Why bonds lose value Free shredding services available at FSG Photos from our First Friday and Bob & Brian Open Events Download To Your Wealth Update – August 2013

July 2013

Featured in this month’s To Your Wealth: Long term care: a family decision Long term care workshop announced Event reminder: First Friday with FSG Lighthouse run photos Download ToYourWealth Update – July 2013