Michael Haubrich
- Role
- Founder Financial Planning Retirement Planning Elder Life Planning at Financial Service Group, Inc
- Location
- Racine, WI, US
- LinkedIn followers
- 500 followers
About Michael Haubrich
Nationally registered, fee-only advisor delivering peace of mind through client-focused…
Experience
Founder Financial Planning Retirement Planning Elder Life Planning
Jan 1982 — Present
We passionately believe that each and every one of our clients should live the life that feels great to them. To deliver on this belief, we knew that our brand of financial planning would need to be a radical departure from shallow transactions and sales pitches. Instead, we felt that committing to a meaningful relationship, built on a deeper understanding of your needs and goals would yield better results for all involved, so at FSG we decided to do things a little differently. We\'ll meet in an environment that feels much less like a ‘bank’ or ‘institution’ and much more like a home – we want you to feel comfortable when discussing your money, and how you want to live your great life. We offer in-person and virtual meetings and regardless of the setting you\'ll enjoy a relaxed, calming atmosphere. FSG is a fee-only firm. You will hear the terms \'fee-based\' and ‘independent advisor’ in the media, but check that out. Often these advisors are still incentivized to sell a particular set of products, and at FSG we don’t get paid commissions or collect payments from any other company. We are paid directly by you, to do the best job for you. We\'re your fiduciary, meaning we\'re always putting your interests first without the incentive of commissions. 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 your constant. There when things are going great and definitely there when things get tough. Our diverse and interesting clients, from all walks of life, celebrate these benefits. And we trust you will too.
Education
UW Parkside
Bachelor of Science Business, Finance, General
1977 — 1987
University of Wisconsin-Parkside
Business, finance
1979 — 1987
Society of Certified Senior Advisors
Working with Older Adults: a Professional's Guide to Issues of Aging
2016 — 2017
Skills
- Asset Managment
- Business Management
- Career Asset Management
- Risk Management
- Small Business
- Intergenerational Wealth Transfer
- Leadership
- Career Skills
- Estate Planning
- 401(K) Retirement Savings Plans
- Legacy Giving
- Wealth Management
- Tax Planning
- Financial Life Planning
- Board Development
- Retirement Income Strategies
- Customer Advocacy
- Sales
- Board Governance
- Investment Strategies
- 529 Plans
- Retirement Planning
- Financial Advisory
- Business Development
- Investment Advisory
- Investment Portfolio
- Investments
- Team Building
- Aging in Place
- Fee-Only Financial Planning
- Non-Profits
- Finance
- Strategic Financial Planning
- Meeting Facilitation
- Customer Engagement
- Coaching
- Board of Directors
- Non-Profit Board Leadership
- Elder Care
- Public Speaking
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