The Significance of the Bonsai
I am often asked why I use a Bonsai Tree for the Eggert Financial Management brand and logo. Partly it’s a tribute to my longtime participation in the martial arts. Often my dojos used the Bonsai in their logos. Over the years, I realized that 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. My firm can help you turn your vision into reality to help you secure your financial future.
I entered the financial planning industry 35 years ago. It seemed like an interesting area and a good place for a new Finance major to land. What started as a job, quickly grew into a passion for helping clients create financial plans and guide them toward the accomplishment of their financial goals and dreams.
A lot has changed since I became a financial planner. We have lived through bull markets, bear markets, booms and busts. All said, nothing has stayed the same except, perhaps, the knowledge that a well-built financial plan and investment strategy can help you through good times and bad.
What’s your plan? Are you ready for retirement? What’s your strategy for the next Bull Market or Bear Market? I’d welcome the opportunity to help you answer these questions
Please contact me if you would like more information about our approach to financial planning and asset management.
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, to help develop a custom plan to help you reach your goals, dreams and objectives. Our many years of experience and extensive industry knowledge, a dedicated and professional staff, and a passion for achieving goals all combine to support our clients on their journey toward financial success.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
It's important to understand the pros and cons when considering a prepaid debit card.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Calculating your potential Social Security benefit is a three-step process.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There’s an alarming difference between perception and reality for current and future retirees.