Eagle Crest Financial

Eagle Crest Financial ECF is a Independent Financial Advisory Firm that helps individuals retire with confidence. The Eagle Crest advisor team consists of:

Derek P.

Our team not only provides clients with in-depth analyses, but also a comprehensive view of their total financial picture so no financial risk goes unnoticed. Eagle Crest Financial Services was founded by Gary Budd in May of 2000 with the goal to "Help Clients Retire with Confidence". In 2016 Eagle Crest became affiliated with Commonwealth Financial Network, a privately held independent Broker/Dea

ler. The fact that we chose to work with Commonwealth means that our firm remains independent, too—there is no pressure to promote a particular product or strategy. Budd, CPA, and Eric D. Kieffner

Eagle Crest is primarily a fee-based firm meaning that for an annual percentage fee, we manage our clients' accounts without incurring additional trading costs or commissions. This ensures that we, as fiduciary asset managers, are serving our clients' best interests. We provide clients with a range of products and services including:

-Comprehensive Financial Analysis
-Retirement Planning
-Education Planning
-Estate Planning
-401k Assistance (rollovers, allocation, etc.)
-Mutual funds, ETFs, stocks, bonds, alternative investments, and annuities
-College education accounts (529's)
-Long Term Care, Life, & Disability Insurance

Securities and advisory services offered through Commonwealth Financial Network®, member www.finra.org / www.sipc.com, a Registered Investment Adviser. The Financial Advisors associated with this profile may only discuss or transact business with residents of state is which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Please review our Terms of Use at www.commonwealth.com/termsofuse.html Fixed Insurance products and services are separate from and not offered through Commonwealth.

While the immediate aftermath of last week’s market sell-off is unsettling, history shows that a dip like this can prese...
04/14/2025

While the immediate aftermath of last week’s market sell-off is unsettling, history shows that a dip like this can present long-term buying opportunities. Don’t miss the latest blog from Commonwealth chief market strategist Chris Fasciano for key insights: https://bit.ly/43M1INa

Commonwealth's Chris Fasciano breaks down the recent market sell-off, new tariffs, rising investor fears, and what it all means for the path ahead.

Worried about Social Security's future? Despite some concerning reports, a new global analysis reveals the U.S. pension ...
04/11/2025

Worried about Social Security's future? Despite some concerning reports, a new global analysis reveals the U.S. pension system actually ranks surprisingly well internationally. Discover why American retirees might be in better shape than you think: https://bit.ly/4lgH51H

A new study suggests the U.S. retirement system may be doing better than most.

Want to set your kids up for financial success? Start early! Learn how to teach them the basics of saving, budgeting, an...
04/04/2025

Want to set your kids up for financial success? Start early! Learn how to teach them the basics of saving, budgeting, and even investing with simple tips and tools:

Discover effective ways to teach children essential money skills like saving, budgeting, and smart spending.

If you’re looking to buy a used car, there’s good news for you. Prices of previously-owned vehicles are declining, and a...
01/17/2023

If you’re looking to buy a used car, there’s good news for you. Prices of previously-owned vehicles are declining, and are expected to come down even more in 2023. Learn what economic factors are contributing to this decrease, and what effects further interest rate hikes might have later in the year: http://bit.ly/3iIGASC

The average list price for a used car dropped by about $700.

Are you over the constant negative news about inflation? Well, here’s something positive that has come from rising price...
11/23/2022

Are you over the constant negative news about inflation? Well, here’s something positive that has come from rising prices. The IRS raised thresholds for tax brackets for 2023, and also increased the standard deduction. Here’s more information: http://bit.ly/3Vk2F7D

Changes to the tax code could save you money. Here’s what to know about filing for the 2023 tax year.

With inflation reducing the spending power of most Americans, many financial changes are being instituted to help you sa...
10/31/2022

With inflation reducing the spending power of most Americans, many financial changes are being instituted to help you save more and pay less in taxes. Check out the upcoming adjustments to Social Security benefits, tax brackets, retirement plan contribution limits, and more: https://nbcnews.to/3TFkcqw

The Social Security cost-of-living adjustment and updated tax brackets are among the changes coming in the new year.

Senior citizens on fixed incomes are struggling to stay afloat amid rising prices and a higher cost of living. But those...
09/19/2022

Senior citizens on fixed incomes are struggling to stay afloat amid rising prices and a higher cost of living. But those on Social Security might see an increase in their benefits starting next year. Here’s why, and how much of a boost is expected: https://nbcnews.to/3QKYYFr

The Social Security Administration’s annual cost of living adjustment is based on inflation readings, and inflation has been at 40-year highs for months.

Researchers in London say they have discovered how air pollution causes cancer, setting the stage for more discoveries a...
09/15/2022

Researchers in London say they have discovered how air pollution causes cancer, setting the stage for more discoveries about the ways carcinogens act on the body, and possibly new drugs to stop cancers from forming. Here are more details about their groundbreaking findings: https://bbc.in/3BHGdhS

Research shows that cancers might not always be caused by DNA mutations, as previously thought.

08/18/2022

Don't worry about their opinions... they don't impact your future. Only YOURS do.

Have you noticed lower prices at the pump? The national average price of gas dipped below $4 this week, down more than $...
08/10/2022

Have you noticed lower prices at the pump? The national average price of gas dipped below $4 this week, down more than $1 from the high in June. What factors that influenced this drop, and will the decline continue?: https://bit.ly/3QdffDR

The decline reflects a reduction in driving, as well as a slowing global economy.

The headlines are negative, but the economy is growing, so what lies ahead? Don’t miss the 2022 midyear outlook from Com...
07/07/2022

The headlines are negative, but the economy is growing, so what lies ahead? Don’t miss the 2022 midyear outlook from Commonwealth CIO Brad McMillan:

What's the market and economic outlook for the rest of the year? To find out, Commonwealth CIO Brad McMillan says we need to start with the fundamentals.

Address

3420 Newton Street
Jasper, IN
47546

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 12:30pm

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Our Story

Eagle Crest Financial was founded Gary Budd in May of 2000 with the goal to "Help Clients Retire with Confidence". In 2016 Eagle Crest became affiliated with Commonwealth Financial Network, the Nation's largest privately held independent Broker/Dealer. The fact that we chose to work with Commonwealth means that our firm remains independent, too—there is no pressure to promote a particular product or strategy. The Eagle Crest advisor team consists of: Derek P. Budd, CPA, and Eric D. Kieffner, FSCP Eagle Crest is primarily a fee-based firm meaning that for an annual percentage fee. This ensures that the we, acting as fiduciaries, are serving our clients' best interests. We provide clients with a range of products and services including: -Comprehensive Financial Analysis -Retirement Planning -Education Planning -Estate Planning -401k Assistance (rollovers, allocation, etc.) -Mutual funds, ETFs, stocks, bonds, alternative investments, and annuities -College education accounts (529's) -Long Term Care, Life, & Disability Insurance Securities and advisory services offered through Commonwealth Financial Network®, member www.finra.org / www.sipc.com, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of FL,IL,IN,KY,MD,MI,MO,NC,OH,PA,TN,VA,WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use at www.commonwealth.com/termsofuse.html Fixed Insurance products and services offered through CES Insurance Agency.