Wealth Management & Financial Planning

Wealth Management & Financial Planning

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Job Change

Losing a job or changing careers is always a stressful situation, especially if it is not on your own terms. Questions may arise about the standard of living, health insurance, or your existing Retirement Savings Plan. Often there is a short window to address and finalize important decisions.

Even if the circumstances are not ideal, we can help you understand the options that are available and best for your particular situation. Your choices must be based on many different considerations such as time horizon, health, risk tolerance and staying appropriately invested. It’s possible you may have even put yourself in a better position regarding your savings for retirement.

Along your financial journey, you are certain to be thrown some curveballs. Knowing how to react is key to staying on track. Call us for a Next Steps meeting to discuss what needs to happen next.

Consider This Program snippet:

Retirement Account Options

When Making Career Changes

“Starting Over”,

article by Joe Clark

Things To Consider When

Rolling Over Your 401(k)

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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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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.

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