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.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When to start? Should I continue to work? How can I maximize my benefit?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.
Peer-to-peer payment apps are one of the newest ways to send money.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.