Putting Together Your Tax Plan for Year-End
As you approach or navigate through retirement, creating an effective year-end tax plan becomes essential. With fixed incomes and different sources of revenue, retirees must
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.
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.
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.
Your financial journey has Five Critical Elements that require continual oversight. All of which should be directed by your financial wants and needs, not by pre-packaged documents.
Our commitment is to be your financial guide/partner as you direct Your Life After Work. Understanding the best and 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 best 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 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.
In 1997, Joseph A. Clark, CFP® and Donald E. Hodson, EA founded the Financial Enhancement Group, LLC (FEG). Our mission is clear: to help people make sound decisions and avoid financial frustration and devastation. Recognizing early that no single person could pay enough attention to all aspects of the complex, ever-changing financial world, we assembled a team of professionals. Financial Enhancement Group, LLC consists of over 30 professionals collaborating with people just like you. We will use our collective expertise to guide you on your financial journey, just as we have for over 1,100 families like yours.
2704 Enterprise Dr.
Anderson, IN 46013
35 Whittington Dr Suite 200,
Brownsburg, IN 46112
Indianapolis, IN
9757 Westpoint Drive
Suite 400
Indianapolis, IN 46256
Lafayette, IN
415 Columbia Street
Suite 2000
Lafayette, IN 47901
Rensselaer, IN
311 East Drexel Pkwy
Rensselaer, IN 47978
Woodstock, GA
2230 Towne Lake Parkway
Building 1200 Unit 100
Woodstock, GA 30189
No matter where you are on your financial journey, we believe everyone deserves fiduciary guidance. This is exactly why we invite you to sign-up to receive our weekly Elements in Focus video series, hosted by Aaron Rheaume, CKA® and Grant Soliven, AIF®.
Each week Aaron and Grant help you focus on critical elements that can impact your retirement journey with insightful videos on tax strategies, retirement planning, investing, and the economy.
We have over a dozen free checklists to help guide you, answer the appropriate questions, and get you started down the right path.
One of the biggest stumbling blocks for investors is actually tripping over their own two feet. As humans we are driven by our emotions; however, this drive can wreak havoc on the potential long-term growth of a portfolio.
For over a decade now, and consistently EVERY week, the FEG team 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.
Sign-up to receive our free weekly market update video!
As you approach or navigate through retirement, creating an effective year-end tax plan becomes essential. With fixed incomes and different sources of revenue, retirees must
As you approach or navigate through retirement, creating an effective year-end tax plan becomes essential. With fixed incomes and different sources of revenue, retirees must
As you approach or navigate through retirement, creating an effective year-end tax plan becomes essential. With fixed incomes and different sources of revenue, retirees must
We invite you to read our articles to stay informed on the current and changing financial climate and share this information with your friends and family.
Financial Enhancement Group is an SEC Registered Investment Advisor.
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.
Wealth Management & Financial Planning
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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