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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

Social Security: Maximizing Your Social Security Benefits

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Bi-Weekly Payments

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Annuity Comparison

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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 Business Cycle

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Emerging Market Opportunities

What are your options for investing in emerging markets?

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