# Financial Enhancement Group
Source: https://planprovider.pro/provider/financial-enhancement-group

> Retirement planning and wealth management are the focus at Financial Enhancement Group, an SEC-registered investment advisor founded in 1997. The firm works…

Retirement Plan Advisor

Anderson, IN

## 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/](https://yourlifeafterwork.com/)

Founded: 1997

## Office Locations

- Anderson, IN (Headquarters)

- Indianapolis, IN

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $987.0M

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