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.

WE HELP REDUCE
FINANCIAL REGRETS

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 HELP REDUCE
FINANCIAL REGRETS

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.

THE 5 CRITICAL ELEMENTS OF YOUR RETIREMENT

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.

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.

Sign Up

Receive our weekly Market Carver video updates.

Access Our Checklists

Things to Consider for all 5 Critical Elements

Want to sign up to receive the Market Carver?

WHAT MAKES US DIFFERENT

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.

LOCATIONS

Anderson, IN

2704 Enterprise Dr.

Anderson, IN 46013

Brownsburg, IN

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

FOCUS ON YOUR JOURNEY

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. 

FACING A DECISION

We have over a dozen free checklists to help guide you, answer the appropriate questions, and get you started down the right path.

MARKET CARVER

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!

download (3)

ARTICLES

The Two C’s in Roth

When navigating the world of retirement savings, the terms “Roth Contributions” and “Roth Conversions” often arise, sometimes causing confusion even among seasoned investors. Understanding the

Read More »

The Two C’s in Roth

When navigating the world of retirement savings, the terms “Roth Contributions” and “Roth Conversions” often arise, sometimes causing confusion even among seasoned investors. Understanding the

Read More »

The Two C’s in Roth

When navigating the world of retirement savings, the terms “Roth Contributions” and “Roth Conversions” often arise, sometimes causing confusion even among seasoned investors. Understanding the

Read More »

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.

Receive Our Free weekly Market Update Video

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.

Access all of our checklists!

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.