Wealth Management & Financial Planning

Wealth Management & Financial Planning

Have you been faced with a decision?

A voluntary early retirement opportunity is a big decision.

We can review all plan documents and explain in detail the investment options and tax consequences of each choice in your complimentary meeting.

Schedule a confidential meeting

What you NEED to ask before deciding

You need advice based on your specific situation.

Retirement decisions are not “one size fits all.”

We are fiduciaries experienced in asking the right questions that lead you to the right decisions. 

We are happy to have a discussion with you.

We'll give you things to consider today, things to consider tomorrow, and if we choose to partner together… a plan on what FEG can do for you.

Learn more about our upcoming 6 Day Get Smart About Your Retirement Challenge

We have designed a 6 day challenge to take control of your decision.

Access the Buyout Checklist

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!

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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.