Eggert Financial Management, Inc.

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

 

 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

More Newsletters →