We serve families in more than 30 states, with in-person offices in Indiana and Georgia and virtual offices throughout California. At Financial Enhancement Group, our California fiduciary advisor team offers retirement planning, tax strategies, investment management, and family legacy planning tailored to your unique situation, so that you can make confident decisions for Your Life After Work™.
Financial Planner,
California
Our Services in California
Retirement Income Planning (Your Life After Work™)
Plan your income distribution and lifestyle for Your Life After Work™.
Tax Planning
Take advantage of today’s tax laws to help reduce lifetime tax liabilities.
Investment Management
Build a portfolio aligned with your goals and comfort level.
Risk Management
Protect the people and things that matter most.
Legacy Planning
Pass on your wealth and values to future generations.
Your Local California Office
- AddressCalifornia Virtual Offices
- Phone 1-800-928-4001
- Office Hours Monday - Friday | 8am - 5 pm ET
Serving California and Beyond
From Huntington Beach and Oceanside to the Bay Area, Sacramento, and Los Angeles, we help families across California navigate every stage of their financial journey—virtually and in person. Whether you’re five years from retirement, already retired, or managing multi-generational wealth, our California financial advisors provide clarity and confidence no matter where you live.
Our locations
Whichever door you choose, you’ll meet a seasoned, caring team ready to listen first, plan second, and keep every promise we make.
Or meet us online right away and take the first step to living the retirement you deserve.