Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Just how taxing is your state?

Geography can play a role in your business’s finances When it comes to taxes, are you aware of how your state measures up? The state […]

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 […]

Quick Projections for 2017

How is 2017 looking for availability of business construction and expansion loans? Although we may see a slight pickup in rates, business construction and expansion […]