KATIE CUNNINGHAM
Meet our newest team member, Katie Cunningham! A fan of cooking, not a fan of bugs, Katie brings energy and creativity to her role as our receptionist and office assistant.
September 18, 2024
Key Considerations in navigating pre-Medicare insurance options
Here are a few things you need to know to make informed decisions about insurance options during the period often referred to as “pre-Medicare.”
August 20, 2024
The ABC’s of Section 529 College Savings Plans
Discover how 529 plans offer exit strategies for unused funds.
July 17, 2024
Mike Haubrich to present at EAA Chapter 838 August meeting
Mike Haubrich and EAA Chapter 838 invites you to their monthly chapter meeting and cookout on Thursday, August 15. Join the Chapter for food/drinks at 6 p.m. Chapter meeting and presentation at 7 p.m.
June 23, 2024
Financial tips for new graduates
Post-graduation is a great time to establish some financial goals. Here are a few financial tips for new graduates.
June 23, 2024
TOM KIERNAN
We’re excited to formally welcome Tom Kiernan to the FSG planning team. Tom brings a dedication to providing clients with an outstanding experience.
May 17, 2024
Connect with Us
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News from the homestead: The many gifts of Christmas 2024
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Let’s chat! Reach out today to connect with us.
We understand the apprehension that comes with planning for your future. Our no-commitment, free consultation with our trusted CERTIFIED FINANCIAL PLANNER™ advisors will put you at ease and show you all that Financial Service Group can offer. Contact us today and start planning for your great life.
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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