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  • Why FSG
  • What We Do
  • Who We Are
    • Our Team
    • Learn about fee-only FSG
    • Giving Back to the Community
  • Client Center
  • News
  • Contact Us
  • Form CRS

40th Anniversary Celebration and Client Appreciation Event Recap

Articles of Interest, EventBy Tami WittSeptember 14, 2023

On September 13, FSG hosted clients and their guests at our very special event to mark our 40th Anniversary and express our appreciation for our clients.

Ancient philosophy for modern finance

Articles of Interest, To Your WealthBy Justus Morgan, CFP®September 14, 2023

Many financial decisions are emotional ones. If we can apply a couple of strategies to better understand our emotions, we can also make better financial decisions

Components of an effective estate plan

Articles of Interest, To Your WealthBy Michael Haubrich, CFP®August 21, 2023

The right time to get an estate plan is as soon as you start to accumulate assets. It is always better to plan for the unexpected, rather than wait for a crisis, such as a serious illness, to happen to begin planning

Grandparents step in to help fund college education

Articles of Interest, To Your WealthBy Michael Haubrich, CFP®July 19, 2023

With college costs soaring, grandparents are often a financial resource to help fund education and provide opportunity.

Is it time to FIRE up your retirement?

Articles of Interest, To Your WealthBy Justus Morgan, CFP®June 19, 2023

There are a number of different FIRE models with the same eventual goal of achieving financial independence. Read more in Justus’s ToYourWealth column

Justus Morgan’s reflections on FSG 40th anniversary

Articles of Interest, To Your WealthBy Tami WittMay 15, 2023

As FSG celebrates our 40th year in business, Justus Morgan shares his personal reflections and experiences over his 20 year career with us.

Understanding the debt ceiling

Articles of Interest, To Your WealthBy Financial Service GroupMay 11, 2023

Understanding the debt ceiling, why you should care about it, and how it impacts your personal financial picture.

Terri’s reflections on FSG 40 years in business

Articles of Interest, TeamBy Financial Service GroupMarch 15, 2023

Terri recalls her earliest days with FSG in this 40th Anniversary special reflections series.

How the FDIC helps protect your money

Articles of Interest, To Your WealthBy Michael Haubrich, CFP®March 14, 2023

The Federal Deposit Insurance Corporation (FDIC) is an independent agency of the U.S. federal government that provides deposit insurance to protect depositors in case an FDIC-insured bank or savings institution fails.

Reflections on 40 years in business

Articles of Interest, TeamBy Financial Service GroupFebruary 15, 2023

Mike Haubrich shares his personal reflections of the last four decades serving the financial planning needs of the Racine area communities.

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