Where Families Learn How to Reduce Taxes and Confidently Retire

“Joe has a way with words! He has helped us make sense of the complexity of the financial world, from tax planning to legacy planning. He has been key to several important decisions in our financial journey. His firm has taken care of my parents and our family, and we certainly appreciate his committed guidance and wisdom."

"Being retired is great! During my tenure running the hospital, Joe and the FEG Team helped coordinate retirement planning. During challenging times in my life, Joe was there to help with estate planning and annual tax planning strategies. I retired but was called back to duty as the state’s health commissioner. The complexity of multiple employers requires a sharp focus on taxes and various retirement plans. Having been involved in several challenging, complex medical businesses, I didn’t have time to evaluate and make important decisions about my retirement investments. It was great having someone to trust to make these decisions on my behalf––Joe and FEG! Joe’s team has done the job for my children and me, and I am glad to be part of his organization."

"We have worked with Joe and the FEG Team as we prepared to retire and are now a few years into retirement. They helped our family separate from the workforce with a peaceful mind. They have worked with our children and us on tax planning and gifting strategies. They have also been instrumental in helping us with the legacy planning and unique challenges that many families face. Joe is more than a fiduciary. He is the definition of trust. He has earned our firm belief in his integrity, ability, and character. We are totally reliant on him."

"Joe and the FEG Team have helped us navigate complicated financial decisions regarding work and even building our dream home. They have been a part of our financial lives before retirement and will be afterward. They have helped with meaningful tax considerations and have helped to instill peace of mind. They have worked with our children and us on tax planning and gifting strategies."

“I have no regrets about partnering with Joe personally or professionally.”

"More than twenty years ago, Joe entered the offices at Huth Thompson. I proudly served as the managing partner. Nothing mattered more to me than the relationships our firm had with the clients and the community. Joe started with my assets. Then our company 401k. I observed consistency, work ethic, and dedication to doing the job correctly. His knowledge of the tax code and estate planning provided me with the confidence to refer my closest friends and clients to his firm. I am retired, but I still watch and engage with many of those families. I have no regrets about partnering with Joe personally or professionally. The most important thing to me in our relationship has been our shared faith and how that faith guides our decisions."

“Joe has served our family and business from my college days. He helped my grandmother and my family through business ownership transition and expansion. His team has helped us make important and challenging decisions through some of the greatest economic turmoil in American history. Joe’s insight into economics and practical applications of finance has been an asset to our family.”

"Joe and the FEG Team have been a part of our financial lives before retirement and afterward. As regular listeners of the 'Consider This Program,' we decided to go to Joe and the Team for a consultation; shortly thereafter, we joined the FEG family. They helped us navigate retirement with social security and pension decisions and continue to advise us on the best strategies for gifting, tax planning, legacy planning, and the minefield of required minimum distributions. Knowing we are working with fiduciaries at FEG gives us peace of mind."

"Joe and the FEG Team have provided advice on financial planning for us, our parents, our siblings, and even our key employees. They have helped all of us understand the crazy economy and the markets in a way that I can understand and feel comfortable trusting. The ability to navigate the tax code and the investment world simultaneously doesn’t seem to be the norm for financial institutions. FEG does precisely that."

"My accountant introduced me to Joe more than fifteen years ago. My family has some financial complexities, and the FEG Team has been instrumental in dealing with those issues. Joe continues to work with my CPAs and my attorney for estate planning. My job is to be a wife, mother, grandma, and great-grandmother. Joe’s job is to handle the financial issues and make adjustments when the market is volatile. FEG is always there for me. The team is thoughtful, well-trained, and intelligent, and they move forward with the correct amount of risk-taking. I believe in the FEG philosophy so much that I have encouraged my kids to join the family. I know that they, too, will be taken care of in all their financial concerns. I sleep well at night, and sleep is worth a lot."

“FEG may be the first people worth paying if they do what they say they will do. They did!”

"We interviewed Joe with a bit of skepticism. We had worked with other advisors, and things weren’t as promised. Rick told me in the car that FEG may be the first people worth paying if they do what they say they will do. They did! Rick was able to retire after a very long career in manufacturing. Joe and FEG have helped address family concerns and tax planning issues and made us feel confident in a world that was anything but ordinary. (Maria) It is true that I am the main skeptic. I might add that FEG really won me over after the downturn we suffered as Covid hit full force. My acid test was always going to be based on how you brought us through the tough times. You did great! (Rick)"