Wealth Enhancement Group

BACKGROUND

Briefly describe what your company does and your role there. 

Manufacturing

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

Work one on one and develop a financial strategy that works

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
• Securing stocks and bonds and establishing progressive savings accounts
• Moving money from accounts per industry and federal regulations
• Performing market research to stay current with financial trends
• Preparing financial documents, such as income projections and investment reports
• Maintaining compliance with all rules and regulations in the financial industry
• Identifying and pursuing potential clients to maintain a strong client base

How many people does your company work with?

2-5

How did you find this provider?

Online search

Why did you choose to work with them?

• Close to my geographic location
• Great culture fit
• Good value for cost

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

They are managing our money into the black.

How does your team communicate with this service provider?

• Virtual Meetings
• Email or Messaging App

Are there any areas for improvement or something this service provider could have done differently?

Limited options for local assesors