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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

Serving older adults and their families

Articles of Interest, Elder Life PlanningBy Tami WittJuly 20, 2017

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,…

Learning Event: Habits of Career Sustainability

WorkshopsBy Tami WittMay 7, 2017

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…

Learning Event: April 11 Planning for your great, late life

WorkshopsBy Tami WittApril 4, 2017

Late life will happen to all of us! Join Mike Haubrich as he leads an interactive discussion about financial and care topics related to later life stages.

Mike Haubrich earns Certified Senior Advisor (CSA)® designation

AnnouncementsBy Tami WittMarch 15, 2017

Area seniors now have a new resource to assist them in the aging process. Michael Haubrich recently completed a comprehensive course through the Society of Certified Senior Advisors® (SCSA) and has…

2017 Learning Events. Save the Dates!

WorkshopsBy Tami WittJanuary 26, 2017

We’ve got an exciting lineup of Learning Events scheduled throughout the year. Save the dates on your calendar. Guests are always welcome!

Learning Event: Meet FSG

WorkshopsBy Tami WittJanuary 1, 2017

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…

Finding your way through the Medicare maze – Oct 11

WorkshopsBy Tami WittAugust 1, 2016

Join FSG for this interactive presentation with Q&A as part of our Life-Long Learning Events. Free to clients, guests and the general public with registrations. Click “read more” for event details.

Client & Friends Appreciation Event – September 8, 2016

EventBy Tami WittJuly 19, 2016

FSG clients and friends, RSVP for our annual appreciation event!

Justin’s Watch, Listen, Read picks for June 2016

Watch.Listen.ReadBy Tami WittJune 15, 2016

Justin’s in the know when it comes to cool stuff to watch, listen to and read. Here are his favorites for June.

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

AnnouncementsBy Tami WittFebruary 18, 2016

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…

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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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