What Makes Us Different
Wealth Management System
Do you feel at ease juggling all of the elements that make up your financial picture? Do you know what your savings, CDs, mortgage, life insurance cash values, stocks, bonds, annuities, and investment portfolios are worth at any given time? Do you have to go through multiple statements and web pages or request the information from an advisor in order to find out? Wouldn’t it be nice to see your entire financial picture all in one place that you can access from anywhere at any point in time?
At Eglseder Wealth Management Group, Inc., we give you the tools to view a consolidated picture of everything you own from a convenient and secure online system. Your balances are updated daily, and with the click of a button you can create reports that track your progress against your goals and give you a meaningful view of what your hard earned assets are worth. In addition, you have the ability to store ALL of your legal, personal, and important documents in a secure online vault that can be accessed from anywhere.
We offer this valuable service exclusively to clients of Eglseder Wealth Management Group, Inc. There is a better way and we can show you how to get there.
Regular and Meaningful Contact
Our staff works diligently to offer prudent solutions to our clients on a regular basis. One-on-one client reviews are conducted either in person or via phone every three to six months, and additional meetings are scheduled when necessary. All clients receive a complimentary review of all insurance coverages and estate planning documents, as well as an in-depth annual review of their tax return to identify opportunities for tax reduction.