Welcome to AEGIS Financial Strategies
Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company’s retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This worksheet can help you estimate the costs of a four-year college program.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
For some, the social impact of investing is just as important as the return, perhaps more important.
In the face of divorce, making changes to insurance coverage may be overlooked.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
You’ve made investments your whole life. Work with us to help make the most of them.
Learn how to harness the power of compound interest for your investments.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
Investors seeking world investments can choose between global and international funds. What's the difference?