Registered Fiduciaries. Focused on Smart, Tax-Savvy Investment Strategies.
Our passion as financial advisors is to take care of people who don’t want to worry about their money. We’ve developed a trademarked approach called the Family Focus® Process which revolves around the Five Critical Elements we believe are the cornerstones to a successful retirement.
Financial Enhancement Group practices comprehensive financial planning and is an independent Registered Investment Advisory firm with offices in Indianapolis, Lafayette, Anderson, Rensselaer, Indiana and Sonoma County, California. Our partners envisioned a firm that was client-focused, fully transparent, and rooted with Midwestern values.
Our objective as asset managers is to help our clients meet their goals, whether they be for retirement, college, philanthropy, or other passions and endeavors. We have an evidence-based investment approach that limits the impact of emotion, as we strive to preserve the assets we manage while seeking an appropriate level of growth.
Tax planning is a critical component in the planning process yet is often overlooked by many in our industry. For those clients approaching retirement or who may already be retired, we focus on distribution strategies to best provide income in the most tax-efficient manner.
How We Are Different.
We adopt a fiduciary relationship with all of our clients. This binds us with not only a legal obligation to act in our clients best interests, but the partners of our firm have also aligned their own personal assets alongside those of the familes for which we manage money.
Our staff is committed to helping families plan for their financial future. With a team of professionals that are experienced in handling unique planning needs, our clients are our top priority and we refuse to deviate from serving them. Our long standing focus is on retention of relationships as we place a large value on the families we work with.
We are a one call shop. That means our clients can pick up the phone and talk to a real person, one who will be their advocate should they have a question or a need. We strive to make the process of financial planning easy to understand, results-driven, and centered around our firm’s most important asset, our clients.
Planning for retirement or other financial goals is a journey and requires unceasing attention on our part. The investment, tax, and legal landscapes are constantly changing and your plan for the future often needs to change with them.
Our financial planning practice, unified in the trademarked Family Focus® Process, creates conversations we have with our clients about the Five Critical Elements we believe help shape the journey towards reaching their goals.
Family Focus® Process
We’ve created a trademarked process, in which we methodically work with families to address what we call the Five Critical Elements of their financial plan.
The first element is Your Life After Work, which involves working with FEG clients as they look forward to the day where they no longer work for financial resources but to live a life that intrigues, excites, and fulfills their personal objectives. Understanding the best and most tax- efficient method of drawing income in retirement can have far-reaching implications for both you and future generations. Our job is to help you transition from one phase of life to the next with the least amount of financial stress and confusion.
We also review Tax Planning strategies with each client. We believe it’s incredibly important to not ignore the implications taxes have when planning for retirement. Our investment team manages our clients’ assets with tax repercussions in mind and uses multiple strategies to best capitalize on current governmental policy.
The third element revolves around Investments. At FEG we are legal fiduciaries and we take that role extremely seriously. Our team works to design the correct investment playbook by making sure your assets are in the right portfolios for your specific goals and expectations.
The fourth element is Risk Management and Life Issues. As our clients 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.
The fifth element is 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 being used for their own needs as well as their financial heirs. At FEG we work diligently to make sure assets are accurately titled, properly owned, and prepared for simplicity of transfer when the time is right.
“To accomplish great things, we must not only act but also dream. Not only plan but also believe.” – Anatole France.
For further inquiries, please contact;
Paul Karshner, Investment Advisor Representative
Offices located at:
- 6050 Commerce Blvd. Suite 205, Rohnert Park, CA. 94928
- 429 East 14th St. Anderson, IN. 46016
- 415 Columbia Street. Suite 2000, Lafayette, IN. 47901
phone: (765) 640-1524 ext. 824
direct: (858) 382-7945