We take the time to learn the details needed to create a comprehensive financial program that is just right for you.  AEGIS Financial Strategies, Inc. will analyze the best financial options and execute an action plan that fits your goals.

• Whether or not your assets are properly positioned.
• If your present method of savings and investment makes maximum use of your pretax and after-tax income.
• How much capital you will need to produce a comfortable retirement income.
• The kinds of savings and investments you will need to reach your goals.
• How much you should set aside each month for savings and investments.
• The kind of tax-advantaged investments best suited to your needs.
• The monthly income your family will need in the event of your premature death.
• The amount and type of life and disability insurance you need.

• Net worth analysis
• Retirement planning and analysis
• Estate planning
• Investment Advisory and Asset Allocation
• Compensation Planning and Capital Needs Analysis
• Educational Funding
• Asset Protection

1. Analyze your position.

We take an overview of your current position and analyze it against your goals as you define them.

2. Design an overall plan.

Then having both the knowledge of your goals and your individual style as well as the current economic environment, we develop a comprehensive plan.

3. Implement your plan.

We utilize detailed analysis of all the elements and options of your plan to select the ones most appropriate for achieving your goals.

4. Proactively monitor and review.

We continually monitor, update, refine and work with you to achieve your goals.