Justin Moilanen teaching virtual Retirement Planning Today® course
Justin Moilanen will be virtually teaching the Retirement Planning Today curriculum as part of UW-Parkside’s mini-course offering. Read more and register.
COVID-19: How we’re keeping you (and us) safe
Here are the steps we’re taking as we plan to reopen our office on July 6 for deliveries and paperwork pick-up/drop-offs. Meetings will continue to be held virtually (phone or video) until further notice.
Watch for our new ads!
Financial Service Group print ads are now appearing in the Racine Journal Times, Kenosha News, and Lake Geneva Regional News on select Sundays and weekdays.
Helping build secure futures for local teens
Vince Tortorici volunteers teaching Money Sense to teens at Park High School.
Justus Morgan teaching Retirement Planning Today® mini-course at UW-Parkside
Justus Morgan is once again teaching Retirement Planning Today hosted at UW-Parkside for those age 50-70. Read more and register.
Justus Morgan teaching Retirement Planning Today® mini-course at UW-Parkside
Justus Morgan is once again teaching Retirement Planning Today hosted at UW-Parkside for those age 50-70. Read more and register.
Walking tour of beautiful downtown Racine – August 10
Fun way to learn more about Racine history! No cost to clients and guests. Sign up today!
We’re hiring an Associate Financial Planner/Advisor
Check out our opening for an associate financial planner/advisor.
Giving thanks: Creative cards inspire gratitude
A special shout out to our friends at Careers Industries for the beautiful work on our 2018 holiday cards!
New additions to our Charity Referral network
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.