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

What’s Your Plan for Aging?

Articles of Interest, To Your WealthBy 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

Optimistic Aging book summary

Book Review, To Your WealthBy Financial Service GroupAugust 21, 2023

In this book, Margit Cox Henderson provides insights and tips on how to stay healthy, active, and engaged as you age, and how to make the most of your retirement years.

Serving older adults and their families

Articles of Interest, Elder Life PlanningBy Tami WittJuly 20, 2017

Serving older Adults and their Families was the topic for the annual Summer Gathering hosted by Financial Service Group July 12-13, 2017. The two-day workshop was facilitated by Erika Walker, CEO of Sage Wave Consulting which advises businesses on preparing to serve the growing aging population. Fee-only financial planners from Wisconsin, Minnesota and Illinois used…

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FINANCIAL SERVICE GROUP INC.

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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