Wealth Management & Financial Planning

Wealth Management & Financial Planning

Join our live virtual workshop

Critical tax decisions that WILL impact your retirement!
All of us like choices but not necessarily decisions. Sign up today to gain insight on what you should consider before making retirement decisions. This lecture airs live September 22nd at 7pm.

There are two tax codes in the United States. One for the informed...and one for the uniformed.

Fill out this form for complete details.

*Financial products and services if recommended may include investment advisory fees, commissions and/or other charges.

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 and how to pay less to the IRS over time.  Getting it right the first time is crucial when there are no do-overs.

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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.

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.

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You will receive an email with your event confirmation details on the challenge.

In the meantime, make sure to join our Facebook group to catch the live streams and keep up to date with the challenge.

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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.