Welcome to Financial Enhancement Group – Your Trusted Financial Expert
Financial Enhancement Group (FEG) has been serving clients for over 20 years with their expertise in financial planning, investment management, retirement planning, and more. With a team of skilled financial advisors, FEG has been helping clients across the United States make informed decisions to enhance their financial well-being. With their extensive knowledge and experience in the financial industry, FEG has become a top choice for individuals and businesses seeking financial guidance.
How Does the Advisor Help Clients – Key Takeaways:
- Provides professional financial advice and planning services
- Offers investment management services
- Assists in creating a personalized retirement plan
- Helps businesses with financial planning and management
- Gives clients access to a team of skilled financial experts
Facts and Insights
To understand the success of FEG, let’s take a look at some key facts and insights:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500+ million | 10+ advisors | Over 20 years |
These numbers not only showcase the success and growth of FEG, but also highlight their commitment to providing quality financial services to their clients.
Financial Services Offered
Whether you are an individual looking for personal financial advice or a business seeking financial guidance, FEG has got you covered. Here are the financial services offered by FEG:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Business financial planning and management
- And more
Client Types
FEG caters to a diverse range of clients, including:
- Individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation
FEG believes in complete transparency when it comes to fees and compensation. They charge a fee based on a percentage of assets under management, and also offer hourly services for specific financial planning needs. They do not receive any commissions from the sale of investment products, ensuring that their advice is always in the best interest of their clients.
Background
FEG was founded in 1997 by a team of financial professionals who believed in providing unbiased and personalized financial services to their clients. They have grown exponentially over the years, and have won numerous awards and accolades for their exceptional services.
Financial Advisor Disclosures to Know
As a trusted financial advisor, FEG ensures full transparency with their clients. They are a registered investment advisor (RIA) and are required to disclose any potential conflicts of interest. They also provide clients with their Form ADV, which includes information about their business practices, services offered, fees charged, and more.