Live your great life – Financial planning for Burlington residents

Financial Planning in Burlington

For nearly 40 years, Financial Service Group has been serving personal financial planning and retirement planning clients in Burlington, Kenosha, Racine, and surrounding Southeast Wisconsin communities. As your fiduciary financial planner, we are legally and ethically obligated to always put your interests first. Our fee-only financial planning services provide a best-in-class experience for our clients, many of whom have trusted our CFP® financial advisors with their financial well-being for decades. We don’t charge commissions that serve as an incentive to offer products you may or may not need. Our fees are completely transparent, so you’ll always know how much you’re paying for the financial planning service you receive from Financial Service Group. And you’ll never be charged a commission. Located just a short drive from Burlington, Financial Service Group offers you the features of a home like setting where you can be completely comfortable discussing your personal finance realities and family goals. Because we know your time is valuable and you may not always be able to come to the office, our financial advisors are able to connect with you virtually whenever you need and wherever you are.

Certified Financial Planners™ for Burlington

Our client-centered financial planning model ensures you work with our CERTIFIED FINANCIAL PLANNER™ professionals. The CFP® certification is the financial planning industry’s gold standard indicating rigorous training, thorough knowledge and demonstrated experience. Regardless of the planner you’ll work with directly, you’ll have the extra advantage of access to other financial advisors who each bring a unique set of skills and experience to help you advance your investment management, retirement planning, and overall life goals. Our CERTIFIED FINANCIAL PLANNER professionals bring you the financial planning experience you need and the peace of mind you deserve.

Fee-only, financial life planning services to support your great life

Retirement planning
Investment planning and management
Tax planning and preparation
Charitable donation and legacy gifting strategies
Building, maintaining and enhancing your career asset
Special needs planning

Who Our Burlington Financial Planning Clients Are

We’re often asked to describe a “profile” of our clients. We appreciate that every one of our clients is unique and has their own stories, dreams, aspirations, and goals. Through decades of experience, we’ve also come to find that many of our clients share the following characteristics:

Late 50s-early 60s
Informed delegator – they say, “Do it for me” rather than “I want to do it myself”
Relationship focused – they’re not looking for an “advisor” who just does transactions
Interested in a whole-life view of service – not just insurance or tax planning/prep
Typical net worth of $750,000 to $1 million or income over $250,000

Schedule a Free Conversation

To learn more about our fee-only financial planning that helps you live the great life you want, set up a free, no-obligation 30 minute phone call. If we’re not the right financial planning partner for you, our Find Your Fit commitment ensures we’ll help you find a financial planning model that’s a better fit for you.

Learn more about FSG by visiting our Who We Are page.

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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