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EGR Financial

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United States
Maumee, OH
EGR Financial

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

10/31/2026

May your Halloween be filled with tricks, treats, and everything sweet! Boo to you from our crew - have a Happy Halloween!

10/28/2026

Legacy planning isn’t just about paperwork—it’s about making things easier for the people you care about. 🧾💛

A few practical steps to consider:
• Confirm beneficiary designations match your intent (retirement accounts, insurance, bank accounts)
• Review key documents: will/trust, durable power of attorney, and healthcare directive
• Create a simple “in case of emergency” list: key contacts, account locations, passwords stored securely, and immediate wishes
• Revisit the plan after major life changes (marriage, divorce, move, new grandchild, loss of a loved one)

Not legal advice—but we're happy to help you organize the financial pieces and coordinate with your attorney. If you’d like a checklist, give our office a call!

10/26/2026

Increase your knowledge on wills and estate planning! Check out this resource for expert insights on how to secure your legacy and protect your assets.

Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure.

10/23/2026

World Series 2026 starts today! Who are you rooting for? ⚾

Big events are fun reminders that time moves fast—your financial goals do, too.

Just like a championship season, progress comes from a clear game plan, smart adjustments, and staying focused through ups and downs.

If you’d like to review your plan this fall, we're here to help.

10/22/2026

Please join us at Timbers Town Center, 3100 Main St, Maumee, OH THIS Saturday, 10/24/26 from 12pm-3pm for their annual Trunk or Treat event!

In addition to Trunk or Treat, there will be bounce houses, face painting and so much more!

Be sure to bring your littles for a great time and don't forget to stop by our 'trunk' to grab some candy and say, 'Hi'!

10/21/2026

Probate can be time-consuming and public. A few planning steps may help reduce what passes through probate: ✅ Review beneficiary designations ✅ Consider a properly titled joint account ✅ Talk with an estate attorney about tools like trusts

Small updates can make a big difference over time. 🧾

10/19/2026

Tis’ the season for spooky… We are excited to share some favorite spooky Halloween movies for the season of scares! Comment with your favorite spooky movies of the season!

From childhood classics to cult favorites, we guarantee you'll find your next must-watch here.

10/16/2026

For all of your dedication and encouragement, we thank you today.

10/15/2026

Enrolling in Medicare is a big step. But it shouldn't be your last as far as healthcare is concerned. A set-it-and-forget-it attitude can cost you more than you think. Plans change, as does your health. Now is the time to re-shop your healthcare choices and ensure you’re enrolled in the plan that best fits your needs. Don't delay - Open Enrollment runs from October 15, December 7!

https://www.nerdwallet.com/article/insurance/medicare/best-medicare-advantage-plans

10/14/2026

Quick reminder: beneficiary designations can matter as much as your will. 📝

Consider reviewing them after life changes (marriage, divorce, new child, retirement) and at least once a year.

Need help organizing what to check on your accounts and insurance? We're happy to walk through it with you. ✅

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

Website

http://www.egrfinancial.com/

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