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Helping Clients Shape Their Financial Futures

Eggert Financial Management, Inc. is a wealth advisory firm specializing in financial planning and investment management. Our mission is to understand your unique financial situation enabling us to develop a plan tailored to help you reach your goals, dreams and objectives. Our years of experience, knowledgeable staff and commitment of outstanding service combine to support our clients on their journey toward financial success.

The Significance of the Bonsai

We are often asked why we use a Bonsai Tree in our brand and logo. To us, a Bonsai is more than just a potted plant. It is a living sculpture, a work of art as personal and unique as its owner. It is the result of years of cultivating and shaping; making conscious decisions about how it should grow. With proper care and attention it can live for generations.

Like a Bonsai, your financial future depends on building and protecting your capital, on cultivating and shaping your wealth based on your unique vision and goals. We help you turn your vision into reality so you can have a secure financial future.

Helpful Content

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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