Wealth Management & Financial Planning

Wealth Management & Financial Planning

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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.

Roth Conversions & Back Door Roth’s

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Roth Conversions & Back Door Roth’s Schedule your complimentary Next

Risk Management – Checklists

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Risk Management – Checklists Schedule your complimentary Next Steps meeting

Investment Playbook – Gains Deferral

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is: Investment Playbook – Gains Deferral Schedule your complimentary Next Steps meeting

Understanding your 1040

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Tax Planning Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com

Investment Playbook – Fiduciary Focus

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Investment Playbook – Fiduciary Focus Schedule your complimentary Next Steps

Understanding your standard of living

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Your Life After Work – Standard of living Schedule your

Legacy Planning

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Legacy Planning Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com

Tax Planning

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Tax Planning Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com

Retirement “V” For Victory

Consider This Program with Aaron Rheaume and Grant Soliven. In this segment we will cover: Retirement “V” For Victory Schedule your complimentary Next Steps meeting

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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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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.

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