We help reduce financial Regrets!
We will provide you with things to think about today, ideas to consider for your future, and if we choose to partner together, we will show you what FEG will do for you.
The Best Service We Offer
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Life After Work
The families FEG works with look forward to a day where they no longer work for financial resources but to live a life that intrigues, excites, and fulfills their personal objectives.
Tax Planning
The families we work with all engage in tax preparation activities where the IRS receives the required “scorecard” each April along with the bounty they collect.
Investment Playbook
Our families understand that the Financial Enhancement Group is legally bound to treat our families’ money as if it were our own and we were in the same situation.
Risk Management & Life Planning
Legacy Planning
You have worked hard not only to build wealth but also to build memories. The families we work with want to make sure their assets are properly respected while they are…
We have all the services to help your business
About Us
Financial Enhancement Group (FEG) was founded on the idea that financial planning and investment management could be done differently. There seemed to be a disconnect within the industry as walls were built between the practice of helping families prepare for their financial future and the actual management of their assets.
Family Focus Process
Over more than 20 years we have helped families prepare for retirement. Our trademarked approach called the Family Focus®️ Process revolves around 5 Critical Elements that we believe are the cornerstones to a successful retirement. Our process is family-focused, simple, and works with your changing needs and goals.
5 Critical Elements
Family Focus Care
Life After Work
Tax Planning
Investment Playbook
Risk Management & Life Planning
