Who we are:

Eggert Financial Management, Inc. provides financial advice for clients who:

Want to reach and maintain a comfortable retirement;

Are looking for ways to be able to pay for their children's college expenses;

Want to Grow and Protect their money.

  Click Here to: View a Presentation of Our Services

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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

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 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

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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.  Eggert Financial Management, Inc. does not accept responsibility for the content of this website.

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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.  Eggert Financial Management suggests 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. Eggert Financial Management, Inc. does not accept responsibility for the content of this website.

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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 ADV Disclosure Brochure.

 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 SEC Disclosure Brochure (pdf format) by clicking the link below. 

                               Click here to download our Disclosure Brochure