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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
For many, retirement includes contributing their time and talents to an organization in need.
An increasing number have been developed to help individuals with their personal finances.
For some, the social impact of investing is just as important as the return, perhaps more important.
As our nation ages, many Americans are turning their attention to caring for aging parents.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?
Three things to consider before dipping into retirement savings to pay for college.
With alternative investments, it’s critical to sort through the complexity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.