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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

To Your Wealth: Giving thanks and giving back – making the most of holiday philanthropy

Articles of Interest, To Your Wealth, UncategorizedBy Michael Haubrich, CFP®November 20, 2025

Turn your gratitude into action through a gifting strategy that allows you to give thanks and give back.

What to know about Donor Advised Funds

Articles of InterestBy Financial Service GroupSeptember 28, 2021

Donor Advised Funds offer immediate tax benefits and the assets can grow tax-free before they are distributed to a charity.

Charitable Remainder Trusts: Leaving a Legacy

Articles of InterestBy Financial Service GroupSeptember 9, 2021

Charitable Remainder Trusts: Planning for Now and Leaving a Legacy No question – planning for a time when you’re no longer around is hard. If you’re like most people, the most important thing is being able to continue to protect the people you love. And for many people who have made charitable gifting part of…

Client Appreciation Donation 2021

AnnouncementsBy Financial Service GroupJuly 18, 2021

In appreciation of our clients, FSG is making donations to three organizations focused on helping those who are need of basics like food, shelter, and protection from abuse.

The season for asking

The Journal TimesBy Financial Service GroupDecember 3, 2014

Charitable giving can start small As published in the Racine Journal Times | Dec 3, 2014 It’s common knowledge the period of time between Thanksgiving and the end of the year is one of the busiest for donations to charities. Anyone who has donated to more than a couple of worthwhile organizations can expect to…

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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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