WHO WE ARE
At Financial Enhancement Group (FEG),
we are more than just a group of financial professionals — we are a fiduciary wealth management firm built to help you reduce financial regrets and live confidently in retirement. Since 1997, our collaborative, team-based approach has made us the financial advisor of choice for families in Indiana and across the country (in 30 states and counting) creating integrated plans for retirement income, tax strategies, investment management, risk protection, and family legacy planning.
As an independent financial advisor team, we have no product sales quotas or hidden agendas.
The recommendations we make are in your best interest, backed by decades of combined knowledge and real life experience.
We believe the financial planning process should be transparent, personal, and rooted in trust. That’s why our process is designed around the Five Critical Elements of your financial life, ensuring decisions in one area don’t harm another. It’s a comprehensive approach that addresses:
Your Life After Work
Our commitment is to be your financial guide/partner as you direct Your Life After Work™. Understanding the most tax-efficient methods of drawing your income in retirement is the key!
Tax Planning
Our investment team manages your family's assets with tax repercussions in mind and uses multiple strategies to capitalize on current tax policy.
Investment Playbook
We are fiduciaries, obligated by law to treat your money as if it were our own, as if we were in the same situation. We take that role very seriously.
Risk Management & Life Happens
By removing emotional reactions to commonly critical decisions, we partner alongside you and your family, providing informed responses to protect, protect your hard-earned assets.
Legacy Planning
Your legacy is about more than just money. You deserve to have your hopes, values, and resources conveyed to your beneficiaries using a simple, cost-effective, and manageable structure.
Your financial journey is too important to depend on one person alone. Our team includes financial advisors, planners, market technicians, and support specialists who work together to help ensure you receive comprehensive, consistent advice.
YOUR ADVISORY TEAM
OPERATIONS AND SUPPORT
Caring
We care for our
families and each other.
Collaborative
We work together internally and externally.
Adaptable
We adjust to new conditions and information.
Committed
We do what we say we are going to do.
Driven
We pursue excellence
in all we do.
Learn how FEG was founded, the inspiration behind Your Life After Work™, and why we believe in values-based financial planning.
See the professional certifications, licenses, and specialized training our team brings to every family we serve.
Interested in joining a fiduciary wealth management firm that puts people before products? Explore opportunities at FEG.
Your Next Step
Meet the people who will help guide you through retirement, tax planning strategies, and legacy planning with confidence. Schedule your complimentary “Next Steps” meeting today.