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Managing Partner . Financial Enhancement Group

Current Roles

Employees:
37
Revenue:
$6.2M
About
The Financial Enhancement Group is not just another money manager. With a Certified Financial Planner, a Chartered Financial Analyst, and a Chartered Market Technician on staff, we make our primary focus to help families that do not want to worry about their money. Our job as financial planners eclipses the idea of a simple asset allocation; we focus on tax strategies, retirement planning, and estate planning as well as asset management for the clients we work with. Financial Enhancement Group uses a team dynamic, featuring a staff of diverse, highly qualified professionals with different strengths, but the same core beliefs about investment and retirement planning. This is how we can give our clients the unique depth of service and the tax strategy that are absolutely necessary to optimize their plan as they move along life's journey. The Financial Enhancement Group is an SEC Registered Investment Advisor. Securities offered through World Equity Group, Inc. Member FINRA/SIPC. Advisory services can be provided by Financial Enhancement Group (FEG) or World Equity Group. FEG and World Equity Group are separately owned and operated.
Financial Enhancement Group Address
429 E 14th Street
Anderson, IN
United States
Financial Enhancement Group Phone Numbers
800-928-4001

Past Companies

Financial Enhancement Group LLCManaging Partner
Financial Advisor and Lead Planner at The Financial Enhancement Group LLCManaging Partner
Purdue UniversityAdjunct Assistant Professor

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