Wealth Management & Financial Planning

Wealth Management & Financial Planning

Investment

Remember your first home or apartment? You were out on your own and the world was exciting and new. But as time went by and your family grew, that perfect home wasn’t quite so perfect anymore. Most of us are great at knowing when a home isn’t practical anymore but do you know when an investment has run its course? The Financial Enhancement Group can help you remove unnecessary risk and build your investment playbook.

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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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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.