- Tax Planning“Your Retirement Playbook” is a weekly educational radio program and podcast designed to help listeners have a better understanding of their money. Each week Joe will discuss real-life situations in dealing with the Five Critical Elements (Your Life After Work, Tax Planning, Investment Playbook, Life Happens – The Good, The Bad and The Ugly, and Legacy Planning) The show airs on multiple stations across the country and is available wherever you listen to Podcasts!
- Tax ServicesThe 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. We believe it’s incredibly important to not ignore the implications taxes have when planning for retirement. Our investment team manages our families’ assets with tax repercussions in mind and uses multiple strategies to best capitalize on current tax policy.
- Income TaxEducation – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
- Investment ManagementPass the CFA Program exams for Levels I, II and III. Exam focuses: Level One: Ethics & Professional Standards; Level Two: Investment Tools & Asset Classes; and Level Three: Portfolio Management & Wealth Planning.
- Mutual FundsUnderstanding the fees paid for an investment is a critical step in progressing in your financial journey. We believe mutual funds, while more popular among many investors, often charge fees that are above what we deem appropriate for our families. By using individual stocks and Exchange Traded Funds (ETFs) we are able to better focus our strategies to minimize fees paid by our families and hone in on the specific areas of the market while at the same time increasing investor transparency.
- Wealth ManagementFinancial Enhancement Group (FEG) is a wealth management firm based in Central Indiana with offices in Anderson, Brownsburg, Indianapolis, Lafayette, and Rensselaer. This page is updated with insightful posts on tax strategies, retirement planning, investing, and the economy. We invite you to read our articles to stay informed on the current and changing financial climate and share this information with your friends and family.
- Accounting Services
- Financial PlanningFinancial Enhancement Group practices comprehensive financial planning and is an independent Registered Investment Advisory firm with four offices in Central Indiana and one office in Woodstock, Georgia. Our partners envisioned a firm that was family-focused, fully transparent, and rooted in Midwestern values.
- Retirement PlanningEach week Aaron and Grant help you focus on critical elements that can impact your retirement journey with insightful videos on tax strategies, retirement planning, investing, and the economy.
- AnnuitiesCritical Element of the Week: Risk Management & Life Happens This Week’s Focus: Annuities – Understanding Their True Purpose Elements in Focus – November 17...
- Long Term CareAs our families know, life happens and there are certain risks that cannot be avoided. It’s our job as your financial advisor to make sure you are aware of possible roadblocks in your financial journey and offer potential solutions. We must make certain the hard earned assets that you have as well as the income you require to maintain your standard of living are properly protected. Whether it be the decision to help a child or grandchild with college tuition, the growing need to assist a parent with long-term care, or the financial impact of purchasing a second home.
- Asset Management
- Gifting StrategiesThe Better Giver is designed to build a knowledge base and share efficient giving strategies that offer enhanced tax benefits. Our goal is to help you create a unique gifting strategy that will allow you to focus on and invest in organizations and causes that matter most to you and your family so you can be a better giver.