Wealth Management & Financial Planning

Wealth Management & Financial Planning

A Customized Approach

This is a journey, not a single snapshot.

Planning for retirement or other financial goals is a journey and requires unceasing attention on our part. The investment, tax, and legal landscapes are constantly changing and your plan for the future often needs to change with them. The Financial Enhancement Group employs our trademarked solution The Family Focus Process that centers around your financial vision. We then annually examine and update the Five Critical Elements impacting your financial journey.Our FEG Family Experience consists of an annual update on each of the Five Critical Elements, a review of changes in your life with a special emphasis on tax planning opportunities and a conversation regarding your Financial Vision. This is a journey and not a single snap shot.

Do you need a professional fiduciary?

Take this short quiz to get a custom recommendation.

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.

Access all of our checklists!

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.