Working with a fiduciary financial advisor takes the guesswork out of retirement planning. We will provide you with things to think about today, ideas to consider for your future, and if we choose to partner together, we will put it in writing.
Most families have done everything “right.” You worked hard, saved diligently, and followed the rules. But as retirement approaches or life shifts, you’re left wondering: Now what?
The financial world feels more complex than ever. Tax laws change, markets move, and far too often, the advice you get feels vague, generic, or disconnected from your real life.
Much of the industry still treats financial planning as a sales process… pushing products, chasing predictions, and speaking in jargon. That’s not a financial plan. That’s a transaction.
At Financial Enhancement Group, we care about Your Life After Work™ and you living the retirement you deserve. You need clear answers, not complexity. A team, not just an advisor. And a plan that addresses your entire financial journey, from retirement income and tax strategy to your legacy and the life you want to live.
That’s why we created the Family Focus® Process, built around the Five Critical Elements of your financial journey. It’s designed to help you reduce financial regrets, make confident decisions, spend without guilt, and pass on your values, not just your assets.
Joe and the FEG Team have been a part of our financial lives before retirement and afterward. As regular listeners of the ‘Consider This Program,' we decided to go to Joe and the Team for a consultation; shortly thereafter, we joined the FEG family. They helped us navigate retirement with social security and pension decisions and continue to advise us on the best strategies for gifting, tax planning, legacy planning, and the minefield of required minimum distributions. Knowing we are working with fiduciaries at FEG gives us peace of mind.
FEG Family since 2015
Ground crew chief and assistant superintendent,
McCordsville, IN
We have worked with Joe and the FEG Team as we prepared to retire and are now a few years into retirement. They helped our family separate from the workforce with a peaceful mind. They have worked with our children and us on tax planning and gifting strategies. They have also been instrumental in helping us with the legacy planning and unique challenges that many families face. Joe is more than a fiduciary. He is the definition of trust. He has earned our firm belief in his integrity, ability, and character. We are totally reliant on him.
FEG Family since 2011
Retired plant manager and business owners,
Lafayette, IN
These statements are from families that are advised by Financial Enhancement Group. No compensation was paid for their testimonial outside of a complimentary copy of our book, Retirement Runway.
Our commitment is to be your financial guide/partner as you direct Your Life After Work™. Understanding the most tax-efficient methods of drawing your income in retirement is the key!
Our investment team manages your family's assets with tax repercussions in mind and uses multiple strategies to capitalize on current tax policy.
We are fiduciaries, obligated by law to treat your money as if it were our own, as if we were in the same situation. We take that role very seriously.
By removing emotional reactions to commonly critical decisions, we partner alongside you and your family, providing informed responses to protect, protect your hard-earned assets.
Your legacy is about more than just money. You deserve to have your hopes, values, and resources conveyed to your beneficiaries using a simple, cost-effective, and manageable structure.
When people hear the word “portfolio,” it often sounds more complicated than it really is. At its core, a portfolio simply represents everything you own within your investment accounts. While
In the discussion above, Financial Enhancement Group advisors Aaron Rheaume, CKA® and Grant Soliven, AIF® walk through the fundamentals of inherited IRAs — and why this topic is becoming more
When people begin saving for retirement, one of the most common questions is whether they should contribute to an IRA or a Roth IRA. Both accounts are designed to help
For more than 30 years, Joe Clark has helped families, students, and national audiences understand money without the jargon. As co-founder of Financial Enhancement Group, Joe leads a team of fiduciary advisors who combine technical wisdom with approachable storytelling, making complex financial topics relatable for every listener.
Together, Joe and the FEG team bring clarity and confidence to conversations that matter most… retirement income, tax strategy, and legacy planning. Their voice reflects decades of experience walking alongside families, not talking over them.
Joe has appeared on major TV networks, hosted radio programs, and spoken at conferences and universities nationwide. Alongside him, FEG advisors contribute depth across specialties, offering a collective perspective rooted in stewardship, trust, and care.
Whether you need a keynote address, a workshop leader, or a subject-matter guide for your publication, Joe and the FEG team deliver clarity, credibility, and practical advice your audience can act on.
These statements are from families that are advised by Financial Enhancement Group. No compensation was paid for their testimonial outside of a complimentary copy of our book, Retirement Runway.
Buying a dozen copies for family and friends. It contains incredible wisdom and life lessons the younger generations can use today, but also great reminders for us baby boomers approaching retirement and to do so without fear, especially if the key principles presented in the book are followed.
Review by OKM on Amazon, see full review below.
Written by Joseph Clark, CFP®, Retirement Runway is a guide for those approaching or already in retirement who want to transition confidently from accumulation to distribution. The book shares the philosophy behind the Family Focus® Process and provides actionable steps for creating a retirement income plan, minimizing taxes, and passing on your values along with your wealth.
Through real stories and clear examples, Retirement Runway helps you:
