Eggert Financial Management, Inc. provides comprehensive Wealth Management Services - with a focus on tax-efficient wealth accumulation and distribution. In addition, we facilitate an environment for collaborative planning and decision making between the client, the client's family and the client's advisory team.

  Click Here to: View a Presentation of Our Services

____________________________________________________________________________

Using the most advanced tools available, we help clients build a real-time financial plan.  Financial data and plan details are updated nightly, so we can make decisions on a timely basis.

  Click Here to:  View our Planning System and Capabilites

____________________________________________________________________________

 Congratulations Bill Eggert!

What does it mean to be named a Five Star Wealth Manager?

FIVE STAR Best in Client Satisfaction Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.  More Information

 ___________________________________________________________________________

Reduce College Costs

If you have College-bound children and are concerned about how to fund or pay for their education, click the following link.  Our College Planning site can help you reduce the overall cost of your children's education.  The report is FREE and no personal financial information is  transmitted to or retained by us.

 Click here for:  EFM College Planning Site

REDIRECT DISCLAIMER:

By clicking the above link, you will be directed to an external website.  Neither Eggert Financial Management, Inc., nor MCL Financial Group, Inc. accepts responsibility for the content of this website.

_________________________________________________________________________

Identity Theft is a growing concern.  More and more institutions are losing data - your personal information - on a daily basis, due to computer hacking or employee dishonesty.  If your identity and information gets stolen, it can take many, many hours of your time to recover and repair your good name and credit.  MCL Financial Group and Eggert Financial Management suggest the following as a cost-efficient and reliable service for Identity Theft protection.  Click the logo above to review the services of Identity Theft Assist.

REDIRECT DISCLAIMER:

By clicking the above link, you will be directed to an external website.  Neither Eggert Financial Management, Inc., nor MCL Financial Group, Inc. accepts responsibility for the content of this website.

 ___________________________________________________________________________

Eggert Financial Management, Inc. is a Registered Investment Advisory firm offering professional financial planning and investment management services. Please click the link below for our current SEC disclosure form, ADV Part II. Mutual funds, annuities, stocks, and other investments available through MCL Financial Group, Inc. (MCL) Member FINRA/SIPC, are not insured by the FINRA, SIPC nor are they obligations of or guaranteed by MCL or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks including loss of some or all of the principal. Before proceeding further, please be advised that at present Bill Eggert is licensed to discuss with and/or offer financial services and/or investment products with residents of AZ, CA, CO, CT, FL, GA, ID, IL, KS, KY, MA, MT, NY, OH, PA, UT, VA and WA. If you are a resident of any other state, please note that it is a simple and expeditious procedure for Bill Eggert to become licensed in your state. Under normal circumstances, this licensing procedure takes only 24 to 48 hours.

 If you would like to have a copy of Eggert Financial Management's most current registration form ADV Part II, please email us at info@eggertfinancial.net  and we will forward you one right away.  The ADV Part II is our required SEC disclosure form.  It is updated and available to you on an annual basis.

You can download a our ADV (pdf format) by clicking the link below. 

                               Click here to download our ADV form