Financial Service Group Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Service Group, Inc. provides fee‑only investment supervision and comprehensive financial planning to individual and high‑net‑worth clients, and makes services available to entities such as trusts, estates and retirement plans. Its offerings include portfolio management, tax planning and preparation, elder‑life planning, career/retirement integration, and a limited legacy relationship option.
The firm combines fundamental analysis with a tactical asset‑allocation approach and implements portfolios primarily through indexed and mutual‑fund strategies (including use of Dimensional Funds); it may also employ long and short positions and margin where appropriate. It manages roughly $215 million on a discretionary basis, conducts regular monitoring with at‑least‑annual reviews, and typically recommends institutional custodians for trade execution and reporting.
Notable differences from many peers include a non‑traditional, fee‑only billing methodology that is not a simple percentage‑of‑assets‑under‑management but is calculated using clients’ overall net worth and income components with minimums and fixed elements, and the firm’s disclosed use of client testimonials in advertising. The firm also prepares tax returns for select clients and offers formal elder‑life planning led by advisors with senior‑focused credentials, services that are less common among similar supported firms.
Client services
Expertise
Demographic focus
Fee options
Elder Life Planning Service Fees billed at $250/hour or $2,000/day depending on client needs.
Minimum fee: Minimum annual fee of $6,000 for Relationship Fee Services; minimum monthly fee of $200 for Foundations Program Fee; annual fee of $1,500 for Limited Relationship Service. Fee-only: Services provided on a fee-only basis.
Main office
4812 Northwestern Ave
Racine WI 53406
Advisors at this office
4
Most active in
Arizona · Florida · Illinois · North Carolina · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael H
CFP®, Series 63
Racine, WI
Financial Service Group Inc
Michael Haubrich is a CFP® with 28 years of industry experience and has been with Financial Service Group Inc since 1979. He is based in Racine, WI. Financial Service Group Inc provides fee-only investment supervision and comprehensive financial planning to individuals, high-net-worth clients, and entities such as trusts, estates, and retirement plans. The firm employs a tactical asset-allocation approach using primarily indexed and mutual-fund strategies, along with services including tax planning, elder-life planning, and career/retirement integration.
Vincent T
CFP®, Series 66
Mount Pleasant, WI
Financial Service Group Inc
Vincent Tortorici is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Financial Service Group Inc since 2019 and previously held roles at The Vanguard Group, Inc. and Ameriprise. Financial Service Group, Inc. provides fee-only investment supervision and comprehensive financial planning to individual and high-net-worth clients, as well as trusts, estates, and retirement plans. The firm employs a tactical asset-allocation approach primarily using indexed and mutual fund strategies and manages approximately $215 million on a discretionary basis.
Wendy P
CFP®, Series 63, Series 66
Mount Pleasant, WI
Financial Service Group Inc
Wendy Peperkorn is a CFP® professional with 26 years of industry experience. She is currently with Financial Service Group Inc and has previously worked at firms including LPL Enterprise, The Prudential Insurance Company of America, Drake & Associates, Bronfman Rothschild, Wealthspire Advisors, and Ellenbecker Investment Group. Financial Service Group, Inc. provides fee-only investment supervision and comprehensive financial planning for individual and high-net-worth clients, as well as entities such as trusts, estates, and retirement plans. The firm uses a tactical asset-allocation approach primarily through indexed and mutual fund strategies, and offers services including tax planning, elder-life planning, and career/retirement integration.
Thomas K
CFP®, Series 63, Series 65
Mount Pleasant, WI
Financial Service Group Inc
Thomas Kiernan is a CFP® professional with nine years of experience in the financial services industry. He is currently with Financial Service Group Inc and has previously worked at Prudential Financial Planning Services, Pruco Securities, LLC, Prudential Insurance Company of America, Allstate Insurance Co, and Northwestern Mutual. Kiernan serves as President of the Hales Corners Library Board. Financial Service Group Inc provides fee-only investment supervision and comprehensive financial planning to individual and high-net-worth clients, as well as to trusts, estates, and retirement plans. The firm employs a fundamental and tactical asset-allocation approach primarily using indexed and mutual fund strategies, and offers services including portfolio management, tax planning, elder-life planning, and career/retirement integration.
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