Welcome to Financial Security & Peace of Mind

 The Eggleton Financial Team is in the business of helping people. We help our Clients save money, we help businesses reduce risk and we help families protect and preserve their financial future.
Mission Statement
Our heart beats for the clients that we serve both present and future.
Eggleton Financial - Our #1 policy is honesty!

 I thought I had really good Insurance but I knew I didn't have enough.  Joshua was able to get me more coverage for LESS than I was already paying!  It was so easy and I'm telling my friends and family to call for THEIR Insurance now!

WEALTH GENERATION

Make your Money work for you and minimize your tax liability​

COLLEGE FUNDING

Secure your Children's Education Funding even if you are not there​

RETIREMENT PLANNING

Can you afford to retire and maintain your current lifestyle?​

LEGAL SERVICES

Affordable services when you need them​

LIFE INSURANCE

Term Life (Most Affordable) - Whole Life (Coverage for your entire life) and Universal Life (Builds Cash Value)

HEALTH INSURANCE

Let us help you understand your options - Specializing in Medicare options​

All the Tools You Need to Succeed

WHAT DO YOU QUALIFY FOR?

We know how to find the best options availble for your present situation.  Not all companies are the same and we can assist you in gaining the BEST benefits for the LOWEST cost!

WHAT ARE YOUR ACTUAL NEEDS?

We can help you determine how to best provide for you, your family and those you love to assure that they can survive when you are no longer there to provide for them.

What do you get with Eggleton Financial?

• Financial strategies tailored to your life - You'll have multiple strategies within your plan, built from financial options specifically  selected to help you reach the goals you have for right now and later on.
• A wide range of financial options - Get access to more financial options designed to reinforce each other so your plan can work its hardest for you, including wealth accumulation, insurance for protection, and annuities for help with income in retirement.
• Your go-to financial expert to guide you - Your advisor listens to what's important for you to do today, so your path down the road will be better because of where you started today.
• Life Happens  - When your priorities shift throughout your life, your Advisor will work with you to shift the strategies in your plan.  Your plan stays flexible and you stay on track to meet goals in any given stage of your life
• The confidence to know you can live the life you've always wanted - Because your financial plan is based on your priorities, you can now have peace so you can enjoy life now and, in your future as well.​
• At the end of day, It's not just a plan for your money, it's a plan for your life  - Your personalized financial plan is designed to help you have peace for yourself, and your family both now and down the road. Our comprehensive planning services will help you reach your short-term goals while assuring progress on your long-term goals

Here are some of the services we offer:

• College savings planning
• Business Owners Health/Life for Employee’s
• Medicare and Medicaid Planning
• Estate planning
• Long term care planning

Eggleton Financial - Our #1 policy is honesty!

Our agency provides a wide range of financial products to assist customers with all their needs.

​From locked in Rates (locked in for LIFE) to Tax Free retirement. 

From tax deferred wealth accumulation to Annuities.
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Peace of mind in KNOWING that you have the BEST option for YOU!
Please feel free to contact us with any questions or concerns about your insurance requirements.

Why do we serve?

Eggleton Financial was created from a genuine desire to help and serve others. We understand there are many different Insurance Companies and many different types of Insurance to consider. Many of these options can be very difficult to understand with wordy contracts which can lead to a lack of proper coverage when you need it the most. In some cases:
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Your coverage could change as you grow older

You may have a WAITING PERIOD before you are able to take full advantage of your benefits.

Some policies END after a certain number of years leaving you with NO coverage.

There are even policies whose premiums (the payments YOU have to make!) INCREASE over time and eventually become unaffordable causing you to lose the coverage you have been paying for when you can no longer afford the payments! 

We believe in being intentional and transparent with all of our clients offering them choices from a wide variety of Insurance Companies to assure the BEST options.  As Independent Brokers, we can guarantee you aren’t locked in to only one Company.