Service. Expertise. Growth.
The premier one-stop shop for the financial, tax, estate planning, and personal general counsel needs for high net-worth individuals.
How we can help you
We pride ourselves on the breadth of our skills and the quality of our service. The high quality of our services stems from our ability to provide unbiased advice that has your best interests in mind; this is possible because we operate on a fee-only cost structure. Our clients are the only people paying us, we are not paid by any external entities to push you towards a specific investment, insurance product, etc. This allows us to put all of your options on the table, discuss the pros and cons of each, and proceed with the option that is best for you.
We provide comprehensive, personalized financial planning services that include personal balance sheet creation, investment analysis, education funding, cash flow management, risk management, and developing charitable giving strategies.
Our signature "Retirement Sufficiency Analysis" will give you a year-by-year view of your projected cash flow, net worth, and tax liability in your years preceding and through retirement. We take all possible variables into account to create an accurate a product as possible.
As a practicing attorney, Steve can draft legally-binding wills, powers of attorney, and healthcare directives, all of which we can notarize in-house. For international clients and those who wish to establish trusts, we have trusted contacts outside of the firm who can assist you.
Personal General Counsel
Steve combines his finance background with legal expertise and business acumen to carefully analyze both the legal and business implications surrounding every financial decision. We have the expertise and the experience to maximize your assets through proper structuring and situs.
In addition to tax optimization strategies, we also prepare tax projections. Tax projections show the approximate tax liability you'll have to pay when your taxes are due, which is valuable for cash flow planning, and identifies the estimated payments (if any) you'll need to make to avoid tax penalties.
We prepare individual tax returns, US Nonresident tax returns (1040NR), gift tax returns, partnership/LLC tax returns, and estate tax returns. We can do tax returns for your whole family; we prepare everything from the most complicated individual tax returns for those with multiple international income streams to simple, child tax returns.
What differentiates us
What does this mean for you? We give you our unbiased advice now and always. Period. As stated above, we are a fee-only firm with zero incentive to push certain products on you. If we do recommend a product to you, we believe that product is genuinely the best option for you (and we receive zero compensation from the company offering the product).
eggen does not believe in a one-size-fits-all approach to financial matters. We take the time to get to know you because we understand that each of our clients has different needs, different goals, and different tolerances for resolution of the matter at hand, whatever it may be. Your vision and your values are paramount to us in delivering ethical and legal counsel to you and your family.
eggen genuinely and passionately cares for all of our clients, and it shows. When we are working with you, we treat you as if you are our only client. We are dedicated to building strong and lasting relationships; this is what helps us provide the highest quality of service and the soundest strategies to grow and protect your hard-earned interests. We work with you every step of the way to achieve the results you want.
eggen has a thorough understanding of all aspects of providing financial advice, tax advice, and personal general counsel. We apply our expertise and knack for numbers to make our client interactions as easy as possible. Are you uninterested in the topic at hand, but want to understand it because you know it’s important? We can give you a quick, high-level overview without getting stuck digging through the calculations. Want to know the specifics of our analysis? We can walk you through it, calculation by calculation and explain the philosophy behind our chosen methods.
eggen has a proven track record of service and growth, enough to have formed a business relationship with 3M to serve the top members of their executive team. You can depend on us, our reputation and results are exemplary… just read some of our client testimonials.
Our average client
Our clients live and work around the world
Over 1/3 of our clients live and work outside of the Minneapolis-St. Paul metro area. We are just as comfortable holding meetings via telecon as we are in-person, and our quick turnaround time on deliverables is unchanged whether the client is 5 or 5,000 miles away.