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.”

Learn More About the Enrichment Group →

SECURITIES OFFERED THROUGH WESTMINSTER FINANCIAL SECURITIES INC MEMBER FINRA, SIPC

Contact Us

Contact Us

(305) 274-1600
7355 S.W. 87 Avenue
Suite 300
Miami, FL 33173
info@theenrichmentgroup.com

A Financial Services Firm You Can Trust

Proven Experience

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Our financial planning and investment services firm has proudly enriched the lives of our clients and employees for more than 25 years.

Advice You Can Trust

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Our transparent, fee-based compensation allows our team to provide the best financial advice without conflicts of interest.

Passionate People

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Our employees are passionate about helping people build a solid financial future.

Credentialed Expertise

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Our credentialed team consists of 5 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

Why Do So Many Of Our Young Adults Find It So Difficult To Make Their Own Way?

July 9th, 2014 by

An astonishing 75% of young men ages 18-34 and 59% of comparably-aged daughters are receiving some type of financial aid from their parents, according to a new survey from Harris Interactive and the account aggregation firm Yodlee. This survey gives us some very telling statistics about sons, daughters and financial independence. This information is absolutely [...]

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The Perpetual Paycheck?

June 30th, 2014 by

The “Perpetual Paycheck” Perhaps the hardest thing for a new retiree to get his or her head around is creating an income stream.  All your life you have received income from your employer or your business.  Like most successful retirees, you have made a habit of regular additions to retirement accounts, investment accounts and savings.  [...]

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New Supreme Court Ruling Adversely Impacts Inherited IRAs: Pat Day’s Interview With Complete Senior Magazine

June 23rd, 2014 by

The U.S. Supreme Court ruled unanimously last week that inherited IRAs are not protected from creditors under Federal bankruptcy law. In an interview with Complete Senior magazine, our own Pat Day talked about the ruling and how it may impact the estate planning we do for our clients. According to Pat, “From a planning perspective, [...]

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