Fee-Only Financial Planning Services

Financial Review

Changing jobs? Has a parent or spouse passed away? Have you become suddenly single? Are you planning for your child’s education? If you’re facing a transition in your life with a related financial objective, a cost-effective, limited engagement will provide you with specific recommendations to help prepare you for that event. We offer you a snapshot of your current financial state so you can approach the transition with greater peace of mind and a better sense of how to deal with what’s ahead.

Integrated Financial Planning

Integrated financial planning takes into account both “interior” and “exterior” factors that relate to your overall financial well-being and your attitudes, beliefs and habits around money. We help you develop and implement a financial plan that considers these inputs holistically and that offers flexibility as your needs and goals change over time. Your integrated financial plan addresses:

• The context for your financial plan - your goals and objectives
• Your total investment picture - wealth and asset management
• How to be protected from catastrophe - disability and risk management
• Your ability to build wealth - tax planning and management
• Strategies for reducing your expenses - debt consolidation and management
• Transferring your lifetime assets to your heirs, partners and/or to worthy causes - estate planning
• How you can give back to your community - charitable giving planning

Career Asset Management

Career Asset Management (CAM) is an industry thought-leading practice using financial planners and career counselors in a team approach to help you view and manage your career as a financial asset. Created by Financial Service Group president, Mike Haubrich, CAM provides the tools and resources you need so you gain financially, are doing the work you want and have the work+life fit you need. Click here to visit our website dedicated to this service model.

Heart to Heart Conversations

It's a conversation most of us are afraid to start - talking with an aging parent about their finances and health needs. Mom and dad might have a few specific ideas but they're private kind of people so they may not be comfortable coming to terms with or letting people know how they want their future care or end of life plans to be fulfilled. Too often the topic doesn't come up until the entire family is facing a crisis.

Provided exclusively by Financial Service Group, Heart to Heart Conversations is a series of discussions, in individual and family unit sessions, where we talk about these sensitive, yet important issues before a crisis arises.

We explore your family's attitudes, values and beliefs about caring for aging family members. From there, we work with your family to develop the appropriate financial and estate planning tactics to ensure the entire family's objectives are met. Read more in "A New Family Dialogue."

Alliance Partner Program

If you need additional services such as insurance, real estate, legal, accounting and pension administration, we can refer you to one of our select third party service providers. For more information, click Alliance Partner Program.