Wealth Management & Financial Planning

Wealth Management & Financial Planning

Elements in Focus

Financial Enhancement Group (FEG) is a wealth management firm based in Central Indiana with offices in Anderson, Brownsburg, Indianapolis, Lafayette, and Rensselaer, as well as Woodstock, Georgia and Rohnert Park, California. This page is updated with insightful posts on tax strategies, retirement planning, investing, and the economy. We invite you to what the videos on The Five Critical Elements and stay informed on the current and changing financial climate.

Understanding Standard of Living

Critical Element of the Week: Your Life After Work Element In Focus: Understanding Standard of Living February 16, 2024 Presented by: Aaron Rheaume, CKA® and

Taking Care of YOU

Critical Element of the Week: Legacy Planning Element In Focus: Taking Care of YOU February 9, 2024 Presented by: Aaron Rheaume, CKA® and Grant Soliven,

Ways to Transfer Risk

Critical Element of the Week: Risk Management & Life Happens Element In Focus: Ways to Transfer Risk February 2, 2024 Presented by: Aaron Rheaume, CKA®

Elections vs. Volatility

Critical Element of the Week: Investment Playbook Element In Focus: Elections vs. Volatility January 26, 2024 Presented by: Aaron Rheaume, CKA® and Grant Soliven, AIF®

Updates to Tax Code

Critical Element of the Week: Tax Planning This Week’s Focus: Updates to Tax Code Elements in Focus – January 19, 2024 Presented by: Aaron Rheaume,

New Year Same Journey

Critical Element of the Week: Your Life After Work This Week’s Focus: New Year Same Journey Elements in Focus – January 12, 2024 Presented by:

Special Edition: What is Element In Focus?

Special Edition: a discussion about the essential elements of financial planning. Elements in Focus – January 5, 2024 Presented by: Grant Soliven, AIF® #FinancialEnhancementGroup #YourLifeAfterWork

Buttoning Up Your Tax Planning

Critical Element of the Week: Tax Planning This Week’s Focus: Buttoning Up Your Tax Planning Elements in Focus – December 15, 2023 Presented by: Aaron

Gifts From Your Estate

Critical Element of the Week: Your Life After Work This Week’s Focus: Gifts From Your Estate Elements in Focus – December 8, 2023 Presented by:

Beneficiary Check Up And Plan Review

Critical Element of the Week: Legacy Planning This Week’s Focus: Beneficiary Check Up And Plan Review Elements in Focus – December 1, 2023 Presented by:

Probate – For The Unprepared

Critical Element of the Week: Legacy Planning This Week’s Focus: Probate – For The Unprepared Elements in Focus – November 24, 2023 Presented by: Aaron

Why Alternatives And What Are They?

Critical Element of the Week: Investment Playbook This Week’s Focus: Why Alternatives And What Are They? Elements in Focus – November 10, 2023 Presented by:

Affordable Care Act – Pre Medicare

November 3, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Affordable Care Act – Pre Medicare – Tax

Financial Vision – Why So Important

October 27, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Financial Vision – Why So Important – Your

Successor Trustees

October 20, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Successor Trustees – Legacy Planning Schedule your complimentary

SPECIAL EDITION: Tax Planning for 2023

October 17, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® SPECIAL EDITION: TAX PLANNING FOR 2023 Schedule your complimentary Next Steps meeting today!

Open Enrollment and Benefit Selection

October 13, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Open Enrollment and Benefit Selection – Risk Management

Have a Process and Respect the Season

October 6, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Have a Process and Respect the Season –

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