Financial Enhancement Group

About Financial Enhancement Group

<p>Retirement planning and wealth management are the focus at Financial Enhancement Group, an SEC-registered investment advisor founded in 1997. The firm works with individuals and families on financial planning for life after work, with fiduciary support that keeps client interests first.</p> <p>Headquartered in Anderson in east-central Indiana, with an office in Indianapolis, Financial Enhancement Group serves clients across the greater Indianapolis metro and surrounding Indiana communities. The firm reports $1.0B in assets under management (2026) and offers 3(21) fiduciary services for retirement plans, aligning well with sponsors looking for an experienced <a href="/plan-advisors">plan advisor</a>.</p> <p>Financial Enhancement Group uses its Family Focus® Process, which organizes planning around five areas: retirement income strategies, tax planning, investment management, risk management, and legacy planning. A mix of CFP® and CFA credential holders supports plan and household decisions with plain-language explanations.</p> <p>One practical differentiator is the firm’s emphasis on education, with workshops and ongoing content designed to help clients understand tradeoffs before they make changes.</p> <ul> <li>Founded in 1997</li> <li>Offices: Anderson (HQ) and Indianapolis, Indiana</li> <li>Services: 3(21) fiduciary support</li> <li>Family Focus® Process covering five planning areas</li> <li>$1.0B AUM (2026)</li> </ul>

Website: https://yourlifeafterwork.com/

Founded: 1997