What we believe...
At Englert Financial, we believe our clients deserve the highest level of service. We are dedicated to providing strategies for our clients in all Wealth Management areas. Our knowledge and experience helps us meet our clients’ needs.
We believe each client has unique situations so we make a special effort to treat each client as an individual. We tailor our services to each client. We coordinate our clients’ total financial picture because we believe financial issues are interrelated and should be addressed in a single effort.
George and Kevin choose to be affiliated with Avantax Investment ServicesSM and Avantax Advisory ServicesSM because they offer outstanding support to us through innovative technology, ongoing research, due diligence, and technical staff.
Helpful Content
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Rightsizing for Retirement
What does your home really cost?