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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.

Recent Posts

Recent Posts

Categories

Roth Conversions & Back Door Roth’s

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Roth Conversions & Back Door Roth’s Schedule your complimentary Next

Grant Soliven, AIF®

Risk Management – Checklists

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Risk Management – Checklists Schedule your complimentary Next Steps meeting

Aaron Rheaume

Investment Playbook – Gains Deferral

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is: Investment Playbook – Gains Deferral Schedule your complimentary Next Steps meeting

Aaron Rheaume

Understanding your 1040

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Tax Planning Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com

Grant Soliven, AIF®

Investment Playbook – Fiduciary Focus

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Investment Playbook – Fiduciary Focus Schedule your complimentary Next Steps

Aaron Rheaume

Understanding your standard of living

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Your Life After Work – Standard of living Schedule your

Grant Soliven, AIF®

Legacy Planning

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Legacy Planning Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com

Aaron Rheaume

Tax Planning

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Tax Planning Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com

Grant Soliven, AIF®

Retirement “V” For Victory

Consider This Program with Aaron Rheaume and Grant Soliven. In this segment we will cover: Retirement “V” For Victory Schedule your complimentary Next Steps meeting

Grant Soliven, AIF®

Family Lifetime Gifting – Legacy Planning

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Your Life After Work: Family Lifetime Gifting Schedule your complimentary

Grant Soliven, AIF®

Your Financial Vision

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Your Life After Work Your Financial Vision Schedule your complimentary

Aaron Rheaume

Tax Planning – AGI Review

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Tax Planning – AGI Review Schedule your complimentary Next Steps

Grant Soliven, AIF®

Tax Planning

Elements In Focus with Grant Soliven and Aaron Rheaume, CKA. This week’s element is – Life Happens Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com

Aaron Rheaume

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Wealth Management & Financial Planning

1-800-928-4001

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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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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.