Wealth Management & Financial Planning

Wealth Management & Financial Planning

Elements in Focus

Financial Enhancement Group (FEG) is a wealth management firm based in Central Indiana with offices in Indianapolis, Lafayette, Anderson, and Rensselaer, as well as Bozeman, MT and Sonoma County, CA This page is updated with insightful posts on tax strategies, retirement planning, investing, and the economy. We invite you to read our articles to stay informed on the current and changing financial climate and share this information with your friends and family.

Insurance

July 7, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Insurance – Risk Management and

Social Security

June 17, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Your Life After Work –

Trust Protector, GET ONE!

June 10, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Legacy Planning – Trust Protector,

Roth Conversions in Market Volatility

June 10, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Tax Planning – Roth Conversions

Investments In Life Insurance

May 27, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Risk Management and Life Happens

What To Do About Inflation

June 3, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Investment Playbook – What To

Gifting to Charities

May 18, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Legacy Planning – Gifting to

Having your retirement in mind now

May 4, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Having your retirement in mind

Process & Checklists

April 27, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Risk Management & Life Happens

Market Timing – Don’t

April 20, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Investment Playbook – Market Timing,

Retirement Practice Year

March 30, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Your Life After Work – Retirement Practice Year

Understanding Your 1099’s

March 15, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Investment Playbook – Are Annuities a good option

Gifting to Beneficiaries

March 8, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Legacy Planning – Gifting to Beneficiaries Schedule your

Long Term Care Insurance Options

February 28, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Risk Management & Life Happens – Long Term

What To Do In Market Volatility

February 9, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Investment Playbook – What To Do In Market

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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.