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Justus Morgan, CFP®, EA

Financial Service Group, Inc.

4812 Northwestern Ave
Racine, WI 53406-1504
Phone: (262) 554-4500
Fax: (262) 554-1907

Toll-free: (800) 420-4500

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Job Loss
  • Life Planning
  • Retirement
  • Long-term Care
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: We use a net worth retainer model so the location of assets (i.e. 401k, IRA, brokerage) doesn't affect your fee.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.