Financial Enhancement Group practices comprehensive financial planning and is an independent Registered Investment Advisory firm with offices in Indianapolis, Lafayette, Anderson, and Rensselaer, Indiana. Our partners envisioned a firm that was client-focused, fully transparent, and rooted with Midwestern values.
Our objective as asset managers is to help our clients meet their goals, whether they be for retirement, college, philanthropy, or other passions and endeavors. We have an evidenced-based investment approached that limits the impact of emotion as we strive to preserve the assets we manage while seeking an appropriate level of growth.
Tax planning is a critical component yet is often overlooked by many in our field. For those clients approaching or are in retirement we focus on distribution strategies to best provide income in the most tax-efficient manner.