What financial challenges are you facing?
The Enrichment Group offers sound financial planning advice for life's challenging transitions, along with precision investment management strategies to ensure your continued financial success.
Your Professional Financial Planning & Investment Services Firm
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 5 CERTIFIED FINANCIAL PLANNER™ Practitioners, 2 Chartered Financial Analysts, 1 CPA/PFS, 1 Certified Financial Divorce Analyst (CDFA), 1 Candidate for CFP® Certification and 3 Certified Paraplanners.
Our Latest Financial Articles
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When will the Federal Reserve (“the Fed”) begin to raise interest rates? This question remains at the epicenter of the investment world, especially since it has been the Fed‘s low interest rate policy that has kept the economy stable and assets appreciating. Below we discuss when the stimulus could unwind, and the associated consequences and [...]
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We are proud to have Debbie Berman Freedman, CFP®, CPA/PFS, CDFA™ from The Enrichment Group interviewed about “How to Get Your Finances in Order Before a Divorce” by Daniel Bortz. Debbie highlights some precautions and describes ways a divorcing couple can save some serious time and money. A key point of the article is to [...]
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In this first article of our new blog series on divorce, we look at several different methods of approaching a divorce. We are sending this email to all of our clients and friends because, even if you are happily married and this post does not apply to your situation, the information could be valuable to [...]