Insights from the Specialized Professionals

Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

A Courtesy Call

We appreciate the dedication that the AEGIS Financial Advisory Council  has committed to by helping our firm grow and improve our services. Our first meeting […]

Verification of Client Data

Raymond James has been updating their back office systems moving from an account centric system to a client centric system. What does this mean for […]

Retirement and Health Insurance

As Baby Boomers retire, we receive a lot of questions concerning health insurance options prior to Medicare (age 65). Insurance through the exchange, i.e. Obamacare, […]