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Financial Service Group, Inc. (FSG)

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Financial Service Group, Inc. (FSG)

Overview:

At Financial Service Group, we do more than help you manage your personal and business finances. We help you see how all the pieces of your life fit together and contribute to your overall well being. We’re passionate about helping you align and integrate aspects from your financial, social, family and work lives. This passion is what motivates us to guide you through life’s transitions no matter how exciting, mundane, or scary they may seem to be. We want to inspire you with the confidence to make your financial and personal dreams your reality.
Your partners through life’s transitions.

Life transitions can be unsettling and disruptive times leading to increased anxiety and fear. At Financial Service Group we help restore your peace of mind and concentrate on returning you to a state of well-being particularly during times of transition. Our retirement, estate, tax, career, investment and wealth planning expertise enables you to have greater confidence and comfort in your personal financial reality.
We are paid fees, not commissions.

When it comes to your financial well-being, you deserve objective advice that is not motivated by the prospect of collecting commissions by selling you something you may not need or that may not fit your financial and life goals. Financial Service Group is a nationally registered fee-only financial planning firm and we never collect commissions for the sale of any financial product. Our fee-only approach assures that we’re always looking out for what’s best for you and those closest to you regardless of the financial planning strategies we map out as part of your journey.

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Financial planning in a comfortable setting.

Our office blends the comfort and safety of home with high-end technology conveniently located between Milwaukee and Chicago, making us accessible to a wide geographical area. Our technological capabilities allows us to be in touch with you virtually. Many of our clients live outside of Wisconsin and find our ability to be their neighbor, no matter where they are in the world, an extra advantage in their personal finance journey.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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