Stephen Hodgetts

Background

About Stephen Hodgetts

The financial decisions you make today are likely to impact the rest of your life. Do you ever wonder if you’re making the right decisions? How do you know the decision you make today is likely to lead to the best outcome? Whom do you trust to provide sound financial advice? I oversee the financial affairs of many overextended and busy professionals. With such a narrow focus, I have a unique and keen understanding of the financial challenges you face. In these industries, positions turn over frequently, leading to a myriad of financial decisions. Couple that with the fast pace of life and a lack of financial expertise, and this is a group that needs assistance. At Wealth Enhancement Group, our focus is on taking all the financial components of your life and, with the understanding of your circumstances and vision, create a roadmap to fulfill the goals you have for you and your family. With a plan that may include investment planning, insurance, tax planning, business planning, and estate planning, we provide you a clear path to fulfill the lifestyle you envision. Our process is simple and straightforward. Initially, I’d like to understand who you are, where you’ve been, and where you’d like to go from here, all while introducing you to my team. A brief conversation with me will quickly demonstrate what sets us apart from our competition. If our philosophies align, we’ll work with you to develop a financial plan that takes into consideration all the aspirations you share with us. Once the plan is finalized, we provide you with recommendations to greatly improve your situation and meet your goals as effectively as possible. Should we choose to work together, we implement and then meet a minimum of quarterly to discuss any new circumstances and review performance against our benchmarks. I’d love to meet you. Let’s find a time for a quick call. Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. For a list of states in which I am licensed to do business, please visit