Broker Check
Thomas Shurgar joins EGK Wealth Management.

Caring

Our experienced advisors have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.

Learn More

Independent

At Elliott Guthrie Kendall, we educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Learn More

Teamwork

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

Learn More

WELCOME TO ELLIOTT GUTHRIE KENDALL WEALTH MANAGEMENT

At Elliott Guthrie Kendall, we have one focus, YOU. While effective wealth management is the end game, it certainly is not the starting point. You are the starting point and the continuing focus.

You - share with us your financial goals and dreams-we seek comprehension and provide individualized planning.

You - will find that your goals and dreams will develop and may change over time-we seek clarification.

You - are unique and your plans are unique-we seek customized, flexible solutions.

You - deserve to know where your financial plan is at any given time-we seek communication and provide accessibility.

You - should be assured all your data and conversations are private-we maintain a code of confidentiality.

It is time to think about you and your family´s financial future. In short, we care about you, your family, your financial well-being, your dreams, your goals and your future. Consider putting the integrity, independence, professionalism, and personal attention of our team to work for you. Contact EGK today to set up an appointment by calling us at 479-268-4662, or visit our office located at 3213 Avignon Way, Bentonville, AR 72712.

Helpful Content

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

 

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

How Income Taxes Work

A quick look at how federal income taxes work.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

View all videos arrow