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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Don't let procrastination keep you from pursuing your financial dreams and goals.
It may help your business be better prepared in the event of the death of a principal or key employee.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Being healthy not only makes you feel good, it may also help you financially.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
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 importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
With alternative investments, it’s critical to sort through the complexity.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, cracking the code on bonds.