When Taxes And Investing Meet

Request a collaborative meeting

It’s not unusual for clients to compartmentalize their financial lives. Many of the families we take care of come to us having never considered joining their CPA and Financial Advisor in a collaborative partnership. They soon discover that both taxes and investing work in symphony and the professionals involved share a common pursuit of their client’s best interests.

By working together as a team, it brings clarity to the financial vision of the family and what they hope to achieve, while opening up discussions about strategies that will be used to get them there. And while we understand tax planning and tax reporting are completely different, the goal of wanting the best outcome possible for a mutual client is the same.

We find that by nurturing this professional relationship, there is a peace that comes to everyone involved.

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Schedule a "Next Steps" Meeting

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.

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Important Update

Due to health and safety concerns for our families, friends and our team, we have made the difficult decision to temporarily close our offices in Lafayette, Brownsburg, Indianapolis and Anderson until January 4, 2021. Our team will remain available to you by phone and email to continue to offer you assistance with your service requests. Please do not hesitate to contact us with any questions you may have.

Questions? Give us a call at 1-800-928-4001.

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