Wealth Management & Financial Planning

Wealth Management & Financial Planning

The Better Giver is designed to build a knowledge base and share efficient giving strategies that offer enhanced tax benefits. Our goal is to help you create a unique gifting strategy that will allow you to focus on and invest in organizations and causes that matter most to you and your family so you can be a better giver.

If you are a non-profit or know of a non-profit and would like more information about this program, please contact Brittany Jones at bjones@yourlifeafterwork.com.

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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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.