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.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The federal government requires deceased individuals to file a final income tax return.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What are your options for investing in emerging markets?
There are three things to consider before dipping into retirement savings to pay for college.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?