Products & Services

At The Wealth Enhancement Group, Inc., we provide expert assistance in the following areas:

Services

  • Tax-Efficient Wealth Accumulation Planning
  • Asset Protection Planning
  • Estate Tax Planning
  • Charitable Planning
  • Business Planning
  • Executive Benefit Planning
  • Fringe Benefit Planning
  • Education Planning
  • Retirement Planning
  • Investment /Asset Allocation Planning

Products

Investments

  • Stocks
  • Bonds (Government, Corporate and Municipal)
  • Mutual Funds
  • Separate Account Money Managers
  • Brokerage Accounts with Free Checkwriting and Debit Card
  • 529 College Plans
  • Educational IRA
  • Traditional and Roth IRA
  • SEP IRA
  • Simple IRA
  • 401 (k) / Safe Harbour 401 (k)
  • Integrated / Age-Weighted / Cross Tested Profit Sharing
  • Super Comparability Plans
  • 412 (i) Plans
  • Defined Benefit Plans
  • 72 (t) Distributions
  • Minimum Required Distributions
  • Stretch IRA
  • Variable Annities
  • Fixed Annuities
  • Index Annuities
  • Charitable Gift Annuities
  • GRIPs

Insurance

  • Single Life Insurance (Term, Universal, Whole Life, Variable)
  • Last to Die Insurance
  • Disability Income Protection
  • Disability Buy-Out for Buy / Sell Agreements
  • Long Term Care Insurance
  • Group Life Insurance
  • Group Health Insurance
  • Group Disability Insurance

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.