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FAQ

Do I need to be a Wealth Enhancement client to use the application?

No. Prospects may be invited to use the application as part of their consideration process prior to signing on as clients. 

FAQ

Do I need to be a Wealth Enhancement client to use the application?

No. Prospects may be invited to use the application as part of their consideration process prior to signing on as clients. 

FAQ

How do I complete my profile, onboarding information, or assigned activities?

After logging in, follow the prompts and complete any requested information. Assigned tasks, surveys, questionnaires, action items, and information requests will appear within the application. Open the item, review the instructions, complete the requested information, and submit your responses. 

FAQ

How do I review or update my information?

You can review available profile and planning-related information within the application. If you have questions about your information, believe something is incorrect, or need assistance making updates, contact your advisor team. 

FAQ

How do I securely share information and documents with my advisor?

Use the secure document-sharing functionality available within the application whenever document uploads or information requests are available. This helps ensure information is shared securely with your advisor team. 

FAQ

How do I communicate with my advisor?

The application may allow you to complete assigned activities, respond to requests, review information, and schedule meetings. You may also contact your advisor directly using the contact information provided by your advisor team. 

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Barron’s

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Wealth Enhancement Advisory Services Named to Forbes’ 2025 List of America’s Top RIA Firms

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Wealth Enhancement Named to USA Today’s 2025 List of Best Financial Advisory Firms

FAQ

What should a financial plan include?

Most financial plans will include investment strategy and asset allocation, cash flow and debt management, risk management and insurance, tax planning and strategy, retirement planning and savings, education planning, estate planning and trusts.