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Make Your Retirement Goals A Reality.

Get Financially Organized

You have trusted your advisor with your entire financial situation.  An immediate challenge is visability - seeing everything at once, in an easy to understand format.  Eggert Financial Management uses "WealthSight" for a global view of finances on one single page.  When using "WealthSight" information about your financial accounts can be updated dynamically as circumstances change.

"WealthSight" solves a common client frustration:  Being able to see all information in one place.  It provides financial aggreagation, goal setting tools, and secure online document storage.

"WealthSight" A Planning tool: 

  • Aggregate Your Financial Accounts in One Location

  • Update Financial Data Daily

  • Picture of Where You Are in Achieveing Your Retirement Goals


  Please view our introduction video below.