Financial Service Group, Inc.

Financial Service Group, Inc. Fee-only financial and investment advice. No commissions. At FSG, our purpose is clear. You won't hear a bunch of industry jargon--we don't use any.

We take care of your finances so you can look to the future with peace of mind. The Certified Financial Planner® professionals at Financial Service Group help you realize financial peace of mind in an atmosphere of genuine caring. We take time to listen to your goals and then collaborate with you to devise strategies that align your life goals with your financial goals. And you won't have to wonde

r what or how you're being charged--our fee-only model is completely transparent to you at all times. Best of all, our FIND YOUR FIT process helps ensure you find the financial planning model that's right for you, even if it's not FSG. Give us a call and let us help you live your great life...now! Clicking the “Like” button does not constitute and should not be considered a testimonial for or an endorsement of Financial Service Group, any associated person or our services. “Like” is not meant in the traditional sense; clicking the “Like” button is merely a mechanism to circulate our pages. Financial Service Group requests that any posting to our page should refrain from recommending us or providing testimonials for our services.

Here’s what’s coming up this June! 📅Mark your calendars—we’ve got a busy and exciting month ahead.
05/29/2026

Here’s what’s coming up this June! 📅
Mark your calendars—we’ve got a busy and exciting month ahead.

Planning for retirement involves more than preparing for market ups and downs — it also means understanding how taxes ma...
05/22/2026

Planning for retirement involves more than preparing for market ups and downs — it also means understanding how taxes may affect your long-term income strategy.

With thoughtful planning, taxes can become a more manageable part of the retirement conversation. From tax-efficient withdrawal strategies to Roth conversion opportunities and managing required minimum distributions, proactive decisions today may help create more flexibility and confidence for the future.

In our recent To Your Wealth article, we explore ways retirees and pre-retirees can approach retirement income planning with taxes in mind and why creating a strategy early can make a meaningful difference over time.

Read the full article here:
https://toyourwealth.com/making-taxes-a-controllable-risk/

We’re back to summer hours! ☀️Check out our updated schedule and plan your visits accordingly.
05/18/2026

We’re back to summer hours! ☀️

Check out our updated schedule and plan your visits accordingly.

Honey season is underway! 🍯Tami is suited up and stepping into the hives as the bees enter their busiest time of year.It...
05/15/2026

Honey season is underway! 🍯

Tami is suited up and stepping into the hives as the bees enter their busiest time of year.

It’s a process built on patience, care, and respect for the work happening behind the scenes.

Follow along with more from the homestead: toyourwealth.com/blog

Happy Mother’s Day! To Moms, Bonus Moms, Grandmoms, and all the special Moms you know!We’re celebrating the love, streng...
05/10/2026

Happy Mother’s Day! To Moms, Bonus Moms, Grandmoms, and all the special Moms you know!

We’re celebrating the love, strength, and care that these wonderful women bring into our lives every day.

Estate planning isn’t one-size-fits-all.If you don’t have children, thoughtful planning is key to ensuring your wishes a...
05/08/2026

Estate planning isn’t one-size-fits-all.

If you don’t have children, thoughtful planning is key to ensuring your wishes are carried out exactly as intended. Learn more on our blog.

Happy Cinco de Mayo! 🌮🎉Celebrating culture, history, and community today and always.
05/05/2026

Happy Cinco de Mayo! 🌮🎉

Celebrating culture, history, and community today and always.

Take a look at what’s happening this month at FSG🌸Let's hope those April tornado-showers bring us some beautiful May flo...
05/01/2026

Take a look at what’s happening this month at FSG🌸

Let's hope those April tornado-showers bring us some beautiful May flowers!

Stay in the loop! 📩Subscribe to our newsletter for helpful financial tips, insights, and updates—delivered right to your...
04/28/2026

Stay in the loop! 📩
Subscribe to our newsletter for helpful financial tips, insights, and updates—delivered right to your inbox.

Refund season feels great—but what you do next matters even more. 💸
04/24/2026

Refund season feels great—but what you do next matters even more. 💸

Address

4812 Northwestern Avenue
Mount Pleasant, WI
53406

Opening Hours

Monday 9am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

Telephone

+12625544500

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