We Are Fiduciaries

What is a Fiduciary?

A Fiduciary is someone who provides the same financial direction and insights for your family just as they would for their own family in the same situation.

The Financial Enhancement Group is a fiduciary team who 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 family-focused, fully transparent, and rooted with Midwestern values.

Our objective as asset managers is to help our families meet their goals, whether they be for retirement, college, philanthropy, or other passions and endeavors. We have an evidenced-based investment approach 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 families approaching or who are already navigating retirement we focus on distribution strategies to best provide income in the most tax-efficient manner. Nothing will separate you from your retirement as fast as the Internal Revenue Service! Check the background of investment
professionals at FEG at FINRA’s BrokerCheck.

Find out if FEG Is the Right Fit for You

Welcome to your Do you Need a Fiduciary?

Do you want the responsibility to make the final investment decisions on your own?
Is your spouse comfortable with the decisions you make regarding investing and can they pick up where you left off in the event of your absence?
Do you want to work with someone who recommends packaged products  rather than strategies?
Do you understand the short and long-term role taxes play in your investment decisions and know how to apply that knowledge to your investment strategy?
Do you have the time, resources, and process to do your own investment research, and do you enjoy doing it?

20Anniversary-FEG-w
20Anniversary-FEG-w
20Anniversary-FEG-w

We Are Fiduciaries

What is a Fiduciary?

A Fiduciary is someone who provides the same financial direction and insights for your family just as they would for their own family in the same situation.

The Financial Enhancement Group is a fiduciary team who 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 family-focused, fully transparent, and rooted with Midwestern values.

Our objective as asset managers is to help our families meet their goals, whether they be for retirement, college, philanthropy, or other passions and endeavors. We have an evidenced-based investment approach 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 families approaching or who are already navigating retirement we focus on distribution strategies to best provide income in the most tax-efficient manner. Nothing will separate you from your retirement as fast as the Internal Revenue Service! Check the background of investment
professionals at FEG at FINRA’s BrokerCheck.

Find out if FEG Is the Right Fit for You

Welcome to your Do you Need a Fiduciary?

Do you want the responsibility to make the final investment decisions on your own?
Is your spouse comfortable with the decisions you make regarding investing and can they pick up where you left off in the event of your absence?
Do you want to work with someone who recommends packaged products  rather than strategies?
Do you understand the short and long-term role taxes play in your investment decisions and know how to apply that knowledge to your investment strategy?
Do you have the time, resources, and process to do your own investment research, and do you enjoy doing it?

We Are Fiduciaries

What is a Fiduciary?

A Fiduciary is someone who provides the same financial direction and insights for your family just as they would for their own family in the same situation.

The Financial Enhancement Group is a fiduciary team who 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 family-focused, fully transparent, and rooted with Midwestern values.

Our objective as asset managers is to help our families meet their goals, whether they be for retirement, college, philanthropy, or other passions and endeavors. We have an evidenced-based investment approach 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 families approaching or who are already navigating retirement we focus on distribution strategies to best provide income in the most tax-efficient manner. Nothing will separate you from your retirement as fast as the Internal Revenue Service! Check the background of investment professionals at FEG at FINRA’s BrokerCheck.

Do You Need a Fiduciary?

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