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Our Promise
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Our Clients |
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by Peg Webb, RFC, Senior Vice-President Financial Advisor, Wealth Enhancement
At Wealth Enhancement Group, we are committed to sustainable service excellence that exceeds client expectations and earns their loyalty. “Our Promise to Our Clients” is to provide a comprehensive set of financial services and unparalleled advice. Wealth Enhancement Group’s Roundtable makes our promise possible.
The Roundtable, a unique team-based approach engrained in our organization since the very beginning, continues to be the building blocks of our firm and clients’ success. The Roundtable enables our financial advisors to share information and best practices with each other and determine the best solution.
How the Roundtable Works
If you haven’t already heard how our Roundtable works, during the first and third week of each month, financial advisors and planners meet to evaluate their client cases and determine effective solutions. For each case... MORE |
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| CLICK HERE to get your free copy of our retirement booklet, “Imagine what you can achieve. The Essential Guidebook on Strategies for Your Life, Your Finances, and Your Future.” In this booklet, you’ll learn more about retirement strategies and options for your future. |
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Financial Planning:
Spring Cleaning
As the snow melts away (we hope!) and the grass begins to green, many of us start our “spring cleaning” projects around the house. It is also a great time to clean up, organize, and review... MORE |
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Tax Planning:
Tax Deductions and Your Financial Situation
It is tax time again. Time to gather all of your documents and figure out if you are in line for a big refund or if Uncle Sam is going to take a bite out of your checkbook come April 15th. Whether... MORE |
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Insurance Insights:
Identity Theft
Despite law enforcement and the general public’s understanding of identity theft crimes, the numbers of cases continue to rise. The insurance industry has responded to this problem by creating endorsements and adding coverage for the following... MORE |
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Investment Management Updates:
Fixed-Income Considerations
Last month, we provided a brief overview on the fundamentals of fixed-income securities. Specifically, what bonds are and why their yields rise and fall inversely with their prices. In this article... MORE
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Thoughts from Bruce Helmer:
Paying Taxes
Taxes can be a complex and overlooked element of a financial plan. Yet, tax planning is critical to long-term financial success. Obviously, your goal is to pay as little tax as... MORE |
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Sudoku Puzzle:
When you play sudoku you qualify to win a FREE $25 Gift Card for any participating Target. This month's puzzle... MORE |
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Upcoming Events:
As most of you know, one of our main goals is to educate our clients and our community. We look forward to seeing you at an upcoming seminar... MORE |
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Minnesota: Blaine, Brainerd, Burnsville, Chaska, Edina, Mankato,
Oakdale, Plymouth, Rochester, St. Cloud, and Vadnais Heights
Iowa: West Des Moines – North Dakota: Fargo |
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