Financial Planning

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Questions we commonly answer in the planning process:

  • Do I have enough money for retirement?
  • Should I convert to a Roth IRA?
  • How do I plan for college?
  • Do I take social security early or delay?
  • Do I take a lump sum or a pension from my company?


A financial plan is a blueprint for saving, investing, optimizing taxes, and generational planning.  Whether you are just getting started, approaching retirement, or in retirement, a financial plan will give you confidence by setting up a detailed course for your financial future.  In order to achieve your goals, it is important to know where to start, to have interim milestones, and guidelines to ensure you are on track to financial security.  We believe financial plans should be easy to understand, easy to implement, and easy to change with your lifestyle and needs.  A financial planner should be a key part of your wealth management team.

Eggerss Capital Management (ECM) welcomes the opportunity to have a complimentary meeting with you to discuss financial planning.  The meeting can be in person, on the phone, or videoconference depending on the client’s schedule.  ECM charges a flat fee for the financial planning process.  The fee will be dependent on the complexity and time involved.

The financial plan will not have recommendations for any products.  ECM is a fee-only advisor without the conflicts of interests of some other advisory firms.

Financial Planning Services include:

Retirement Planning | Estate Planning | Tax Strategies | Educate Funding
Cash Flow Estimating | Social Security Analysis | Cutting Edge Technology

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