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.

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 –

Understanding Your Health Insurance Coverage

September 8, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Understanding Your Health Insurance Coverage – Risk Management

Gifting Appropriately

August 25, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Gifting Appropriately – Tax Planning Schedule your complimentary

Building ICAP Into a Plan

August 11, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Building ICAP Into a Plan – Legacy Planning

Phases of Finance

July 28, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Phases of Finance – Investment Playbook Schedule your

Retirement V is for Victory

July 21, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Retirement V for Victory –Tax Planning Schedule your

Retirement Practice Year

July 14, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Retirement Practice Year – Your Life After Work

Family and Money: The Tough Conversations

July 7, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Family and Money: The Tough Conversations – Legacy

SECURE ACT 2.0 & RMDs

June 16, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: SECURE ACT 2.0 & RMDs – Tax Planning

Why STOL Matters!

June 9, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Why STOL Matters! – Your Life After Work

Why IRAs Do Not Belong in a Trust

June 2, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Why IRAs Do Not Belong in a Trust

Types of Long-Term Care Coverage

May 26, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week:​​ Types of Long-Term Care Coverage – Risk Management

Want to sign up to receive the Market Carver?

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.

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!