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Britta Ferguson, CFP®, CDFA®, CEPA

Vice President, Financial Advisor at Wealth Enhancement Group
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As a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst with 14 years of experience, Britta takes a holistic approach to wealth management. She specializes in helping High Net Worth individuals, families, and businesses with goal-based planning, risk management, tax mitigation strategies, asset protection, and legacy planning.

Employment
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  • Early Social Security Benefits: A Strategic Financial Move
    Britta Ferguson, CFP®, highlights early Social Security benefits as strategic for those with health issues or immediate income needs, with a breakeven point in the early 80s.
  • Strategizing Retirement: Women's Savings Goals Clarified
    Britta Ferguson, CFP®, emphasizes envisioning retirement lifestyles to determine savings. The 4% rule indicates $2.5M needed for $100k/year. Custom financial planning is crucial, factoring in taxes, expenses, and market conditions.
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  • Regarding building wealth, we’ve come a long way with modern technology, entrepreneurship and, most notably, the internet. The internet and the speed at which we can share information have dramatically impacted how we build wealth in today’s world. It has created many e-commerce and digital entrepreneurship opportunities due to the ease of online business creation.

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