Contact Us

The Wild West of Data Theft Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World

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.


Helpful Content

The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

 

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Debt Stress

There’s a link between debt and stress.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

View all articles arrow

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Mortgage Terms

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Rightsizing for Retirement

What does your home really cost?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

View all videos arrow