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.

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

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

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

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

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

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

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

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

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

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

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

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

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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.