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Wealth Management & Financial Planning

Wealth Management & Financial Planning

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Schedule Your "Next Steps" Meeting

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Do you Need a Fiduciary?

Welcome to your Do you Need a Fiduciary?

Do you want the responsibility to make the final investment decisions on your own?

Is your spouse comfortable with the decisions you make regarding investing and can they pick up where you left off in the event of your absence?

Do you want to work with someone who recommends packaged products  rather than strategies?

Do you understand the short and long-term role taxes play in your investment decisions and know how to apply that knowledge to your investment strategy?

Do you have the time, resources, and process to do your own investment research, and do you enjoy doing it?

Wealth Management & Financial Planning

1-800-928-4001

Main Menu
Schedule Your
"Next Steps" Meeting

Family Login

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.

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