Fill out the form below to schedule your complimentary Next Steps Meeting.
The decision to disengage from a work-life and transition into retirement can be overwhelming. You may be second-guessing the amount you’ve saved or if you’ve made the right choices along the way. Not to mention, you will have to adjust to the psychological aspects that accompany this life-changing decision.
After having spent much of your life saving and planning for retirement, you now must create your own paycheck, which has to be strategic. Mistakes can happen.
Our sole purpose at Financial Enhancement Group is to help reduce financial regrets. We take care of folks who don’t want to worry about the day to day decisions about money. While this may be a once in a lifetime transition for you, we help families navigate this phase of “life after work” on a daily basis.
As fiduciaries, have the team and experience to make critical decisions on your behalf so that you are free to live the retirement of your dreams. Call us today for a Next Steps meeting and we can show you how.
Consider This Program Snippet:
Taxes After Retirement
“What we strive for in retirement”,
article by Joe Clark, CFP
Consider This Program Snippet:
Is there a magic retirement number?
Checklist:
Things to consider before you retire.
Financial Enhancement Group is an SEC Registered Investment Advisor. Securities offered through World Equity Group, Inc. Member FINRA/SIPC. Advisory services can be provided by Financial Enhancement Group (FEG) or World Equity Group. FEG and World Equity Group are separately owned and operated.
Wealth Management & Financial Planning
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.
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.
