Simplify Your Financial Life
Wealth Enhancement Group is dedicated to simplifying your financial life. With specialists in six key areas of wealth management, our Roundtable™ team helps ensure your financial plan is examined from all angles: financial planning, tax strategies, investment management, retirement income planning, insurance and estate planning. Our 3-step UniFi™ process puts the Roundtable into action—and helps ensure your financial life is organized, comprehensive and straightforward.
Your host and speaker for this event is Bruce Helmer, co-founder of Wealth Enhancement Group and host of the “Your Money” radio show. Bruce lends his clients and radio listeners over 35 years of experience in the financial services industry.