Is your Financial Life Plan developed?

Are you between the age of 55 and 65? If so, we have good news for you!

The team at AEGIS Financial is in the process of developing a Financial Life Plan for our clients who fall between the age 55 and 65. We have selected this specific age range due to the stage of life that you are going through. It is important for your Financial Advisor to take time to meet with you and your spouse to understand your goals for retirement and help build a comprehensive and interactive plan which can be used as a guide map on your road to retirement!

Brian Rogers, our Financial Life Plan specialist will contact you and/or your spouse over the next few months to begin the process to develop your Financial Life Plan.

If you have any questions or concerns please contact your Financial Advisor at 920-233-4650.