Newsletter - To Your Wealth

To Your Wealth: Creating a lasting gift

By Michael Haubrich, CFP®December 17, 2024

Legacy gifts can help make a difference in the lives of others, in projects, and in infrastructure. We work with clients on helping them their legacy gifting strategies that align with their Great Life vision.

What’s Your Plan for Aging?

By Justus Morgan, CFP®November 20, 2024

At Financial Service Group, we’ve spent years helping families plan for the later stages of life. Creating a thoughtful aging plan doesn’t just benefit you—it supports those around you, too. Read more in Justus’s To Your Wealth column

From hearts full of gratitude, all blessings flow

By Tami Witt October 19, 2024

From hearts full of gratitude, all blessings flow By Michael Haubrich, CFP® There is a certain wealth that no advisor, regardless of skill and experience, can help to increase. That is the wealth that comes from sincere, authentic gratitude for the experiences and events that add true richness to our lives. In our roles as…

The ABC’s of Section 529 College Savings Plans

By Justus Morgan, CFP®July 17, 2024

Discover how 529 plans offer exit strategies for unused funds.

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