Michael Haubrich
CFP®, Certified Senior Advisor (CSA)®
Financial Service Group, Inc.
Financial Advisor
Michael Haubrich
CFP®, Certified Senior Advisor (CSA)®
Financial Service Group, Inc.
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial and retirement planning advice to help you achieve all the important things in your life. - Michael Haubrich, CFP®, Certified Senior Advisor (CSA)®
Fee Only Financial Planner Serving Racine, Kenosha, Burlington and the greater Milwaukee, WI Area
Michael Haubrich is a Mount Pleasant, WI fee-only financial planner serving Racine, Kenosha, Burlington, Oak Creek, and surrounding metro-Milwaukee areas. Financial Service Group, Inc. provides fee-only financial life planning including retirement planning, investment planning, tax planning/preparation, career asset management and elder life planning services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Haubrich is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Since starting Financial Service Group more than 35 years ago, 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. As a part of Financial Service Group's service offerings, Mike also leads the the financial and care planning needs for late-life stage clients and their families.
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 past-president of the Board for Lakeside Curative Services in Racine.
Michael Haubrich is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Mid-Career Professionals
- Informed Delegators
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Haubrich is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michael Haubrich is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Michael Haubrich is a Certified Senior Advisor (CSA®)The Society of Certified Senior Advisors (SCSA) educates and certifies professionals who work with seniors. The Certified Senior Advisor (CSA)® credential applies to professionals who are able to demonstrate their competence and knowledge of working with older adults into their professional practices. By creating a network of qualified professionals, SCSA strives to create a strong and safe environment for seniors and those working with them.
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Michael Haubrich is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Michael Haubrich
Office Locations:
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4812 Northwestern Avenue
Mount Pleasant, WI 53406-1504 -
4812 Northwestern Avenue
Racine, WI 53406
