Wealth Management & Financial Planning

Wealth Management & Financial Planning

Get Smart About
Your Retirement
Challenge

WHAT IS IT?!

A 6 day,  confidence building journey to help you navigate several financial areas full of complexity and confusion.

 

This will be fun and educational for you, but also beneficial to your favorite Charity!

 

For completing the challenge, we are donating $49 on your behalf to your favorite charity. The grand prize graduate gets to direct $1,000 to a single charity. There will be bonus charitable awards daily.

 

Join the challenge! Get clear about your choices. Sign up today and get the details! The Get Smart About Your Retirement Challenge starts May 14th and ends May 19th.

Fill out this form to receive your 6 day challenge details!

You don't have to love finances

You just need to be sure your plan is solid.

Whether you take care of this on your own or have a fiduciary, get the answers you need to know!

 

Come as you are!

We’re here to have fun as we cover topics!

Understanding how much you really need to retire, how to pay less to the IRS overtime, getting this right the first time – there are no retirement do-overs.

 

Sign me up for the challenge!

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.

Access all of our checklists!

Receive Our Free weekly Market Update Video

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.