Certified Financial Planners & CPAs

Simplifying Your Financial Life

Everyone has a place and a purpose on the FEG Team. We all have one driving purpose: To serve our friends to the best of our ability. That means whomever you reach on the other end of the phone will take responsibility for getting your needs addressed in a timely fashion. Maybe you need a copy of a document, or a check for a surprise opportunity. Or perhaps, you need to change a beneficiary form. Our team works together to make certain you don’t waste your valuable time on hold waiting for the right department. We know our purpose is to help simplify your financial life, and we promise individually and collectively – to do our best to accomplish that task.

Making It Last

Our proprietary Funnel Solution System gives our friends lasting financial confidence. We recognize that the value in your account today has to last for longer than one market cycle. It has to last a lifetime. Our independence enables us to leverage the best of the best from other institutions and apply that knowledge, wisdom, and research to your individual accounts. We honor that responsibility for over 500 families representing over 150 million dollars residing in 17 different states.

Creating A New Experience

We share an over view of what it is like to be a part of the FEG family when you come to visit our office. You can expect to be invited to three group meetings a year, Thirdly’s, where we will update you and a host of other friends about the issues shaping our investment decisions today. We will also use that time to talk about the expectations of the future. The discussion of asset performance can be complicated so FEG has created a model benchmark for our clients to use to compare our results to reasonable expectations of what they should receive. In short, we provide you a report card. Together, we clearly define what a successful relationship looks like today and in the future and then we monitor that progress.

Our Service Approach

During the first three years of being part of the FEG family, you can expect to work on a tax strategy, a legacy plan, and a Personal Exit Strategy that clearly explains how much of your resources you can rely on as a lasting income. We will invite you to come visit us in the office twice a year and more often, if necessary. We develop your strategy based on your needs and objectives. We make sure we are following those strategies, and we confirm that the plan is working. Our in-house team consists of Certified Financial Planners, Registered Financial Consultants, Certified Public Accountants, and Enrolled Agents. We use our expertise to help our friends develop individual strategies to help maximize their financial lives.

We Learn from the Past; Adapt to the Present; Prepare for the Future

Change does happen and will continue to happen. We write a weekly newspaper column for the Anderson Herald Bulletin and provide market commentaries as well as video updates several times a year to highlight these changes. Economic models that worked in the past may fall victim to a blind eye toward the future. In our opinion, an eye on the future is just as if not more important than simply looking in the rear view mirror.