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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

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

 

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Trends in Charitable Giving

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

How Income Taxes Work

A quick look at how federal income taxes work.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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Comparing Mortgage Terms

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Annuity Comparison

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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.

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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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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

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