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.

Invest in your business

A 401(k) may be just the way to do it According to an analysis by the Economic Policy Institute the median working-age couple has only […]

Preparing Your Business for Sale | INFOGRAPHIC

Below is a visual look to help ensure your business is ready to sell. Click Here for the PDF version.   

AEGIS Financial Achieves Membership In Raymond James Financial Services 2017 Leaders Council

AEGIS Financial, located at 530 N Koeller Street in Oshkosh, was recently named a member of the Raymond James 2017 Leaders Council.  Leaders Council honors […]