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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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A few strategies that may help you prepare for the cost of higher education.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Overview of Medicare Advantage, what’s in them, special rules, and more.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
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How does your ideal retirement differ from reality, and what can we do to better align the two?
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Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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Around the country, attitudes about retirement are shifting.
What are your options for investing in emerging markets?