Financial Service Group Inc

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 8:30 am - 4:30 pm

45 Years

in Business

Accredited

Business

(262) 554-4500Call Visit WebsiteVisit Website Map & DirectionsDirections4812 Northwestern AveMount Pleasant, WI 53406 Write a ReviewWrite Review

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Hours

Regular Hours

Mon:	9:00 am - 4:30 pm
Tue - Thu:	8:30 am - 4:30 pm
Fri:	8:30 am - 3:00 pm

Places Near Mount Pleasant with Investment Advisory Service

Racine (6 miles)
Franksville (6 miles)
Sturtevant (8 miles)
Caledonia (9 miles)
Somers (14 miles)
Oak Creek (15 miles)
Raymond (15 miles)

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Email

BBB Rating

Extra Phones

Fax: (262) 554-1907

TollFree: (800) 420-4500

Other Link

http://www.toyourwealth.com

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Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (262) 554-4500

Address: 4812 Northwestern Ave, Mount Pleasant, WI 53406

Website: http://www.toyourwealth.com

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Financial Service Group Inc

Tax Planning
Jose joined FSG in September 2022 after working with H&R Block for more than three decades. He works with the team in preparing client's taxes and assists the planning team with tax planning.
Estate Taxes
Tax Services
Income Tax
When you grant us discretionary authority, you provide us with authority to determine the investments to buy and sell in your account on an ongoing basis. You may impose reasonable restrictions on our discretionary authority, which must be provided to us in writing and accepted by us. As part of our portfolio management services, we will continuously monitor your investments and provide advice. At the clients’ discretion, FSG will prepare the clients’ personal income tax return (for Limited Retainer clients, there is a separate fee). Our services also include the recommendation or selection of other investment advisers. We require a minimum annual fee.
Capital Gains Taxes
Getting the timing wrong can also result in missed opportunities when investors find themselves having missed the narrow window and finding themselves on the wrong side of a potential market rally. Frequent buying and selling of assets incurred transaction costs such as fees and taxes, which can eat into investment returns. Additionally, short-term capital gains taxes are typically higher than long-term capital gains taxes, further reducing profits for investors who engage in frequent trading.

Investment Management
In addition to a planner you’ll work with directly, you’ll also have access to the expertise of our other team members each bringing a unique set of skills and experience help you advance your investment management, retirement planning, and overall life goals. You’re a client of our firm, giving you access to all of our resources rather than being limited to a single perspective. We’ve discovered the client-centered team of financial advisors approach to retirement, investment and tax planning allows all of our planners to contribute to your personal financial success.
Mutual Funds
•Learn about cash accounts, stocks, bonds, mutual funds, exchange traded funds and other investment vehicles and how to manage investm
Bonds

Accounting Services

Financial Planning
Our Racine area office blends the comfort of home with high-end technology and is conveniently located between Milwaukee and Chicago, making us accessible to a wide geographical area. And our technological capabilities allows us to be in touch with you virtually no matter where you call home. Many of our clients live outside of Wisconsin and find our ability to be completely accessible an important part of our relationship. Our financial advisors can reach you anywhere, anytime, and provide you with thorough, complete financial planning services.
Retirement Planning
At a cost of $59 per individual or $79 for a couple, this is a great opportunity to be introduced to retirement planning concepts. The program is geared for those age 50 to 70, but is open to anyone who is interested.
Annuities
Examples of the most common fees and costs applicable to retail investors include custodian fees, account maintenance fees, fees related to mutual funds and variable annuities, and other transactional fees and product-level fees.You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.
Long Term Care
We give back to our community by hosting no-cost learning events on various topics such as: Understanding Social Security, Long-Term Care Planning, Investing 101 and other helpful subjects. We believe a better-informed community will make better choices around their personal finance decisions and that, in turn, helps the community thrive and grow.
Asset Management
A prudent alternative to this risky proposition of attempting to time the market is to have time IN the market. A disciplined approach to investing involves appropriate asset allocation, diversification, consistent contribution, and the proven ingredients of time and patience.

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