Michael Haubrich
CFP®, CSA
Founder and President
Financial Service Group
Website: https://toyourwealth.com/
Session Information
Title: Working with Clients Confronting Diminished Capacity
Day: Tuesday, August 27, 2024 Time: 10:05 am
Michael P. Haubrich is the founder and president of Financial Service Group, Inc., a fee-only financial life planning firm located in Mount Pleasant, Wisconsin celebrating its 41st year.
He specializes in working with clients and their families in addressing the unique financial and other planning needs in later-life. He earned his Certified Financial Planner™ designation in 1986 and is also a Certified Senior Advisor™. Mike is the author of Career Asset Management: Getting Ahead, Staying Ahead and Using Your Head to Maximize your Career Value.
He is the past-president of the UW-Parkside Foundation Board, the Racine/Kenosha Estate Planning Council, FPA of Wisconsin and Lakeside Curative Services and previous board member of Career Industries. He holds his general aviation pilot’s license and has the distinction of being the only private pilot in the United States who has completed airport programs in six states (Wisconsin, Minnesota, Iowa, North Dakota, South Dakota and Arizona). The passport programs involve flying to every public use airport in a given state.