EGR Financial

EGR Financial We are a Financial Planning and Wealth Management firm serving clients who are serious about taking control of their financial lives.

09/02/2026

Insurance can feel overwhelming—because it’s not one-size-fits-all. Here’s a helpful starting point ✅

Common “must-consider” coverage:
• Health
• Auto + Home/Renters
• Life (if others rely on your income)
• Disability (protects your paycheck)

Often situational:
• Umbrella liability
• Long-term care

If you’d like, we can review what you have and what you may not need. 🧾

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insur...
09/01/2026

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

Looking for something fun to do tonight? Go watch Lucas coach Whiteford Bobcats football!
08/28/2026

Looking for something fun to do tonight? Go watch Lucas coach Whiteford Bobcats football!

We've had a few 'celebrations' that we've been remiss in posting! First a VERY belated 'Happy Birthday' to John! He ce...
08/26/2026

We've had a few 'celebrations' that we've been remiss in posting!

First a VERY belated 'Happy Birthday' to John! He celebrated his birthday on July 22!

Also, congratulations to Max and his wife, Kahlan on the birth of their second child, Margeaux, born July 12! She joins big sister, Ophelia!

Finally, a big CONGRATULATIONS to Max and Cole on passing their CFP® exams. They are one step closer to receiving their CERTIFIED FINANCIAL PLANNER® designations!

Please join us in celebrating these individuals!

08/26/2026

Balancing college savings with retirement can feel like choosing between two important chapters of your family’s story.

A simple framework:
1) Prioritize retirement first (you can borrow for college, not for retirement).
2) Set a clear college target: what’s realistic, by when, and from which accounts.
3) Automate contributions so progress happens in the background.
4) Revisit annually as tuition costs, income, aid options, and goals change.

The “right” split is personal—and a coordinated plan can help you support both goals with confidence. If you’d like help pressure-testing your numbers, contact our office. 🎓📊

After a short hiatus, our 'Employee Spotlight' feature is back!This month is all about owner and partner, Matt Garrow!
08/21/2026

After a short hiatus, our 'Employee Spotlight' feature is back!

This month is all about owner and partner, Matt Garrow!

08/19/2026

Estate planning isn’t just “for later”—for young families, it’s a way to put loving intentions into a clear plan.

A few high-impact basics to review:
1) Name guardians for minor children
2) Update beneficiaries on retirement accounts and life insurance
3) Set/refresh a durable power of attorney + health care directives
4) Create a will (and consider whether a trust fits your goals)
5) Keep documents organized and tell a trusted person where to find them

Contact our office for a simple checklist to help you get started.

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best...
08/17/2026

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.

When is/was your first day of school?

08/14/2026

Today is National Financial Awareness Day and is the perfect reminder to do a quick “money checkup.” 🌱

Like tending a garden, a few small steps now can prevent bigger weeds later:
• Update beneficiaries
• Review your budget & cash cushion
• Rebalance if needed

If you’d like a second set of eyes, please contact our office. 💬

Please feel free to share this post of someone you know could benefit from our services!

08/12/2026

Money lessons stick best when they’re hands-on. 🧠

This week, try:
• 3 jars: Spend / Save / Share
• Let them earn, then choose
• Review together at week’s end

Small habits now can grow into lifelong confidence. Want a simple starter checklist? Contact our office!

Address

1645 Indian Wood Circle, Suite 102
Maumee, OH
43537

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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