Partnering with you through life's transitions

Welcome to Financial Service Group

We’re glad you’ve decided to visit and encourage you to explore the many articles and resources related to personal finance we've prepared or collected for you. While on our site, you can learn more about us, the experience you can have with us, and the services we offer as a premier fee-only national advisory firm.

At Financial Service Group, our mission is to help our clients experience peace of mind by offering financial planning that aligns your finances with your life. Our values are much more than mere words; they define what you can expect from us.

If you’re interested in learning more about FSG, please click here to request a free 30-minute initial consultation with a member of our team.

Getting Started

When you first meet with us, we'll start with an initial consultation. Please complete and bring your Initial Consultation Questionnaire with you.

Featured Service

"I've never worked with a financial planner before and I'm facing a major change in my life. I need a snapshot of my financial picture so I can make sure I'm prepared for the change ahead."

Learn more about a Financial Review

Media Coverage: Simplify Your Personal Finances

In his February "To Your Wealth Column" in the Journal Times, senior planner, Justus Morgan, describes a few easy ways to simplify your personal finances. Read how.

Join us for our next Workshop: February 21

You're invited to attend "Cracking the Key to Your Money Story." This no-cost opportunity is open to clients and the general public. Read more and register.

4812 Northwestern Ave. Racine, WI 53406

Phone: 262.554.4500 • Fax: 262.554.1907

Welcome to Financial Service Group

Getting Started

Featured Service

Media Coverage: Simplify Your Personal Finances

Join us for our next Workshop: February 21

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