Do You Need a Fiduciary?

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?

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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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The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.

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You will receive an email with your event confirmation details on the challenge.

In the meantime, make sure to join our Facebook group to catch the live streams and keep up to date with the challenge.

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.