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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The true cost of raising a child may be far more than you expect.
These food myths will really put a drain on your wallet.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Building wealth requires protection from the forces of wealth destruction.
In the face of divorce, making changes to insurance coverage may be overlooked.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
What does your home really cost?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?
If you died, what would happen to your email archives, social profiles and online accounts?
It’s never a bad time to speak with your financial advisor about changes in your situation.