By Sarah Stoesz
The Financial Enhancement Group now has an office in Fishers off of 96th Street and I-69.
The company, which offers assistance with retirement planning, opened the Fishers location June 25 and also has locations in Anderson, Indianapolis, Lafayette and Rensselaer.
“We chose to open our fourth office in Fishers because the community really meshes well with our culture,” said Joseph Clark, CFP, managing partner of Financial Enhancement Group. “In each of our locations, staff are active participants in non-profit, faith-based, and civic organizations. We believe in giving back.”
The Financial Enhancement Group puts emphasis on tax planning and investment. The staff tries to give a personalized approach to financial planning.
“We believe that nothing can separate you from your retirement dreams faster than the Internal Revenue Service,” Clark said. “Therefore, we put a great deal of focus on tax planning and making sure our clients understand the options and opportunities available to them in order to better prepare for their financial goals.”
Clark is a “foodie” and teaches his clients about investing through cooking. He studied at Paris’ Cordon Bleu and incorporates his passion for the culinary arts with his “kitchen chats” with clients.
“There are several similarities between a well-cooked meal and a good retirement plan,” Clark said. “Just like I like to create a well-balanced meal for my family, I also strive to create a well-balanced plan for our clients as it pertains to their financial journey.”
Clark also teaches about financial planning outside the kitchen. He also is an assistant adjunct professor at Purdue University in the consumer sciences department.
“People often think that retirement planning is for older people,” Clark said. “However, I just completed my twelfth semester teaching Purdue University’s capstone course on financial planning and have witnessed firsthand how important it is for young people to get started off on the right fiscal foot.”
In addition to teaching classes, Clark hosts the “Consider This” program on Shine 99 and WQME radio stations. He talks about financial planning and taxes and their effects on Central Indiana families.
The Financial Enhancement Group is located at 9757 Westpoint Drive, Suite 400 in Fishers. More information can be found at http://yourlifeafterwork.com/.
