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Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement Encore Careers: Push Your Boundaries

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.


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