Wealth Management & Financial Planning

Wealth Management & Financial 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 show you what FEG will do for you.

Focus on What's Important to You

You have already done the heavy lifting. You have said “No” to Disney and other fun extras so that you could save for the retirement you have always dreamed of. Somewhere during your financial journey, life happens. Tax codes change, jobs get phased out, and elderly parents or adult children need your help. We are here to guide you through the critical decisions that can impact your nest egg so that you are free to focus on the important things along the way.

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Things to Consider for all 5 Critical Elements

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Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

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The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.

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