Financial Enhancement Group practices comprehensive financial planning and is an independent Registered Investment Advisory firm with three offices in Central Indiana. Our partners envisioned a firm that was client-focused, fully transparent, and rooted with Midwestern values.
Our Clients Are What Matter Most
We adopt a fiduciary relationship with all of our clients. This binds us with not only a legal obligation to act in our clients best interests but the partners of our firm have also aligned their own personal assets alongside those of the client’s for which we manage money.
Our clients range from (to name a few) entrepreneurs, executives, school teachers, doctors, farmers, and engineers, and from those that are nearing retirement to others that are just starting their careers.
Our staff is committed to helping families plan for their financial future. With a team of professionals that are experienced in handling unique planning needs, our clients are our top priority and we refuse to deviate from that.
A Personal Relationship
We are a one call 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 clients.
Clients 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 client 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.
A Customized Approach
Many financial planning firms focus on developing a six or seven figure number that they tell their clients they’ll need to reach far off in the future. We are more realistic in our process. Planning for retirement or other financial goals is a journey and requires unceasing attention on our part. The investment, tax, and legal landscapes are constantly changing and your plan for the future often needs to change with them.
Our financial planning practice, unified in the trademarked Family Focus® Process, creates conversations we have with our clients about the 5 Critical Elements we believe help shape the journey towards reaching their goals.