What financial challenges are you facing?
When you are faced with life’s challenging transitions, you need a guide, a coach, a sounding board to help you make good financial decisions. The compassionate, experienced, professional financial planners at The Enrichment Group are there to support you, to offer sound financial planning advice, along with precision investment management strategies.
Your Professional Financial Planning and Investment Management Team
The Enrichment Group is a team of dedicated financial professionals committed to leading our clients through life’s most challenging transitions. When your normal order seems to fail, and the foundations of your personal and financial life are rocked, we offer real, complete and lasting solutions. We help our clients move past challenging personal and financial obstacles, providing a sense of clarity in an increasingly complex financial world.
Ongoing comprehensive financial planning maintains our clients’ progress. Our customized, professional investment management plan supports our client’s wealth management objectives, while minimizing risk at all times … helping our clients achieve “A Lifetime of Enrichment.”
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SECURITIES OFFERED THROUGH WESTMINSTER FINANCIAL SECURITIES INC MEMBER FINRA, SIPC
A Financial Services Firm You Can Trust
Our transparent, fee-based compensation allows our team to provide the best financial advice without conflicts of interest.
Our employees are passionate about helping people build a solid financial future.
Our credentialed team consists of 6 CERTIFIED FINANCIAL PLANNER™ Practitioners, 2 Chartered Financial Analysts, 1 CPA/PFS, 1 Certified Financial Divorce Analyst (CDFA) and 3 Certified Paraplanners.
Our Latest Financial Articles
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Imagine the following scenario: Back in 1996, Warren names his wife Judy as the beneficiary of his federal life insurance policy. Two years later they divorce. Four years after that, Warren marries Jacqueline, the love of his life, and they remain together for six years, until Warren’s death from leukemia in 2008. Now imagine Jacqueline’s [...]
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We recently received the attached article from a (very…) interested client, and wanted to pass it on to you in case you have not seen this topic discussed in this high level of detail. It seems pertinent to anyone now covered by Citizens insurance, in particular those covered for “wind” damage. Although we normally write [...]
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We are proud to see Stephen O. Wright, CFP®, a Financial Planner with The Enrichment Group interviewed recently by Miami’s WSVN Channel 7. He is quoted about the extra costs that crop up when you have a high school Senior who will soon be heading to college. Click on the link below to watch the [...]