Your financial vision is carefully crafted and articulated to provide a mutual guidance and appreciation for your financial future. By assisting you in creating a direction for your wealth you also create insight and clarity about who you are and what you care about. This provides our team direction as we navigate a fluid economic environment as well as changing tax code.
The financial vision provides both yourself and our team the ingredients for solid discernment and intuition in making the right financial decisions for your family for years to come. Undoubtedly all of our lives will have changes, challenges and opportunities and a clarified, agreed upon and recorded vision serves to ensure we both fully comprehend and understand the hopes and expectations for the future.
Our vision is to be able to retire within 12-15 years debt-free and with the financial freedom to be able to travel.
At 92 I don’t want to be a ‘bag lady.’ My money has to last longer than I do.
I want to have the opportunity to give more money away to charity than I spend on myself each year.
To continue our comfortable lifestyle and leave a legacy to our children and grandchildren.
I’d like to get to a point where I can drive around in a truck, with my dog in the back, helping others in need.
We want to begin the process toward retirement in 4 to 5 years and be able to assist with college expenses for our children.
I’ve always wanted to own a flower shop, so I’d like to save enough money to open my own shop in the next six years.
We just had our second child and want to prepare for their higher education and make sure both of our kids are financially protected.
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Financial Enhancement Group is an SEC Registered Investment Advisor.
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.
