We understand that wealth management isn't just about money; it's about planning for the milestone moments and transitions that make up your life. At Eglseder Wealth Management Group, Inc., we seek to build strong client relationships that last a lifetime. We have earned a reputation for comprehensive knowledge, personalized service, and attention to detail.
Come experience the difference of having a trusted advisor that truly cares about your life and has the expertise to get you where you want to be. Eglseder Wealth Management Group, Inc., strives to educate its clients on the five key areas of retirement planning: protection, estate planning, cash flow, income tax reduction, and investments.
Come experience the difference of having a trusted advisor that truly cares about your life and has the expertise to get you where you want to be. Eglseder Wealth Management Group, Inc., strives to educate its clients on the five key areas of retirement planning: protection, estate planning, cash flow, income tax reduction, and investments.
Services
Scott Eglseder is president and owner of Eglseder Wealth Management Group, Inc. He began his career in 1984 and worked in association with several well-established financial planners prior to incorporating his own business in 1996.
His mission and passion is to provide retirees and people who are about to retire with sound advice in the five key areas of financial planning: protection, estate planning, cash flow, income tax reduction, and investments.
His mission and passion is to provide retirees and people who are about to retire with sound advice in the five key areas of financial planning: protection, estate planning, cash flow, income tax reduction, and investments.
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?
We are an independent firm without ties to any fund companies or financial products. This means that we can tailor your financial plan to fit your needs using the financial tools that suit you.
With the goal of establishing long-term relationships that continually focus on the five key areas of retirement planning: protection, estate planning, cash flow, income tax reduction and investments, we specialize in helping clients to maximize their assets and maintain their lifestyle in retirement.
With the goal of establishing long-term relationships that continually focus on the five key areas of retirement planning: protection, estate planning, cash flow, income tax reduction and investments, we specialize in helping clients to maximize their assets and maintain their lifestyle in retirement.
We have extensive experience in helping clients manage all of the variables involved in transitioning from accumulating assets to making those assets work for them in retirement. We have a staff of professionals who are trained to assist with: 401(k)/403(b) rollovers, retirement distributions, cost basis analysis, stock, bond, mutual fund, annuity, life insurance and long term care recommendations.
Eglseder Wealth Management Group, Inc., has extensive experience with multi-generational assets and can assist you in transferring your estate and setting up your legacy. We work with your attorneys and tax advisors to help make sure the maximum portion of your estate, allowable under federal and state laws, goes to your heirs as opposed to Uncle Sam.
