Michael Haubrich| CFP® and Certified Senior Advisor (CSA)™
Financial Service Group, Inc.
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Tax Planning and Preparation
- Career Asset Management
Mount Pleasant, WI 53406-1504
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Michael Haubrich is a Milwaukee, WI Fee-Only Financial Planner located in Racine and serving regional and national clients. Financial Service Group, Inc. specializes in providing objective financial planning, investment management and retirement planning to help clients build, manage, and protect their assets throughout their lives. Michael Haubrich is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Senior Advisor (CSA)™
Since starting Financial Service Group in 1981, Michael Haubrich has been known for creatively blending traditional financial planning with visionary thinking and tools to meet the work and life realities of clients in the metropolitan Milwaukee area including Racine, Burlington, Kenosha, Oak Creek and surrounding communities. Michael is a relationship focused industry innovator who is committed to helping his clients live their great life however they define it.
Mike has served in the financial planning industry since 1979. The founder and president of Financial Service Group, Mike is an Investment Advisor Representative with the Securities & Exchange Commission (SEC) and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1986. He also holds the Certified Senior Advisor (CSA)™ credential focused on serving the life and financial needs of elders. Mike graduated with honors from UW-Parkside and the College for Financial Planning.
In 2006, Michael introduced Career Asset Management™(CAM), described as "game changing" by industry experts, to the financial planning and career counseling professions. As a thought leader on this topic, he is often called upon to present at industry and other professional conferences. In 2014, Mike authored the book, Career Asset Management: Getting Ahead, Staying Ahead and Using your Head to Maximize your Career Value.
Michael's points of views have been featured in The Wall Street Journal, Chicago Tribune, Forbes, Yahoo Hot Jobs and major industry trades. He also contributes to the "To Your Wealth" column published monthly in the Racine Journal Times and is a frequent guest on industry and topic-centric podcasts.
Michael is past president of the Greater Milwaukee chapter of International Association for Financial Planning, currently the Financial Planning Association. He is a member of the National Association of Personal Financial Advisors and past-president of the Racine-Kenosha Estate Planning Council. Active in the community, Michael is the past- president of the UW-Parkside Foundation Board and is the Board president at Lakeside Curative Services in Racine.
When it comes to your financial plan you deserve objective advice you can trust and you need experts who treat you like an individual. You want to know the advice you’re receiving is based on your goals and what’s best for you and your family.
That's what you'll experience when you partner with Financial Service Group, a nationally registered, fee-only financial and investment advisory firm. Fee-only means we are not compensated by commissions from selling products. Our fees are based on working with you, no matter what financial planning strategies you choose. Our fee-only approach assures that we look out for you.
At Financial Service Group we take care of your finances so you can look to the future with peace of mind. We believe you should live the life that feels great to you every single day.
It starts with your first impression. Right from hello or from a quick visit to our website, you’ll begin your experience. When you visit our office, you’ll notice our environment doesn’t feel like a bank or a broker’s office. It feels more like home – we want you to feel comfortable and at ease when discussing your money and how you want to live your great life.
We get involved. We consider you part of our extended family and will go to extraordinary lengths to protect your well-being today and unlock resources for your family’s future needs. We are there when things are going great for you and definitely there when things are tough.
For more than 30 years, we've built relationships with individuals, businesses and non-profit organizations to provide comprehensive financial life planning services including retirement planning, tax planning, investment management and much more. We invite you to check us out and and to live your great life today and every day.