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 Anderson, Brownsburg, Indianapolis, Lafayette, and Rensselaer, as well as Woodstock, Georgia and Rohnert Park, California. This page is updated with insightful posts on tax strategies, retirement planning, investing, and the economy. We invite you to what the videos on The Five Critical Elements and stay informed on the current and changing financial climate.

Why Alternatives And What Are They?

Critical Element of the Week: Investment Playbook This Week’s Focus: Why Alternatives And What Are They? Elements in Focus – November 10, 2023 Presented by:

Affordable Care Act – Pre Medicare

November 3, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Affordable Care Act – Pre Medicare – Tax

Financial Vision – Why So Important

October 27, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Financial Vision – Why So Important – Your

Successor Trustees

October 20, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Successor Trustees – Legacy Planning Schedule your complimentary

SPECIAL EDITION: Tax Planning for 2023

October 17, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® SPECIAL EDITION: TAX PLANNING FOR 2023 Schedule your complimentary Next Steps meeting today!

Open Enrollment and Benefit Selection

October 13, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Open Enrollment and Benefit Selection – Risk Management

Have a Process and Respect the Season

October 6, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Have a Process and Respect the Season –

Understanding Your Health Insurance Coverage

September 8, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Understanding Your Health Insurance Coverage – Risk Management

Gifting Appropriately

August 25, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Gifting Appropriately – Tax Planning Schedule your complimentary

Building ICAP Into a Plan

August 11, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Building ICAP Into a Plan – Legacy Planning

Phases of Finance

July 28, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Phases of Finance – Investment Playbook Schedule your

Retirement V is for Victory

July 21, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Retirement V for Victory –Tax Planning Schedule your

Retirement Practice Year

July 14, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Retirement Practice Year – Your Life After Work

Family and Money: The Tough Conversations

July 7, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Family and Money: The Tough Conversations – Legacy

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