Wealth Management & Financial Planning

Wealth Management & Financial Planning

We Make

it Easy

We are a one-stop shop. That means you can pick up the phone and talk to a real person, one who will be your advocate should you have a question or a need. Our firm’s belief is that a life of work should yield an enjoyable life after work. Many people don’t want to worry about how to invest, where to invest, or how to plan for retirement. We strive to make the process of financial planning easy to understand, results-driven, and centered around our firm’s most important asset, our families.


Watch the short video to find out more. Would you also like to see our video on investing? Click Here.

Families of Financial Enhancement Group have 24/7 access to their accounts with complete transparency via our custodian, TD Ameritrade, as well as our firm’s family portal found on our website. We provide comprehensive reporting on a quarterly basis, as well as weekly commentary via our Market Carver video that’s emailed each Thursday. We also host a bi-annual dinner in Anderson and Lafayette for the families we work with, updating them on changes in the market and economy as well as updates on financial planning topics and possible changes coming from Congress and the IRS that may impact their financial future.

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.