Asset Management

This includes an asset allocation plan to help mitigate tax concerning your short-term cash flow needs and long-term financial priorities.

This service also includes value-added components like educational resources and coordination with your accountant and other professional partners.

Our Asset management service includes

  • Exclusive access to AEGIS Professionals
  • Consumer-Friendly, Cost Conscious, actively managed portfolios by AEGIS Financial’s Investment Committee
  • Tax-efficient strategies integrated into your investment plan
  • Education funding and RMD planning
  • Building your wealth for retirement
  • Beneficiary reviews to mitigate tax and effectively transfer assets
  • A quarterly performance summary report with fee transparency
  • Online account access, including online vaulting
  • Written Annual investment review
  • Annual Reports for your tax preparer
  • Additional communication and resources, including timely email notifications, market updates, newsletters, and events
  • Capital access through check writing or debit card
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Financial Planning

Our Financial Planning service marks the point where we move beyond your investment portfolio and to a broader perspective of your financial situation. Your planning and tax strategies at this level incorporate current and future cash flow needs and building income streams for retirement designed to align with your lifestyle goals.

Our Financial Planning Service incorporates all components of Asset Management, as well as

  • Exclusive access to AEGIS Professionals
  • Assess your tax outlook to optimize financial savings
  • Opportunity to create a Financial Life Plan that will verify you are on track to achieve your retirement goals
  • Social Security strategies
  • Insurance risk management review
  • Estate planning guidance
  • Implementing tax-efficient strategies related to capital gains, wealth transfers, and retirement
  • Designing cash flow and income strategies to meet current and future lifestyle needs
  • Offer annual Face-to-Face Stakeholder Meetings
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Enhanced Financial Planning

Clients of our enhanced planning service have access to a broader range of investment, retirement, estate, and tax strategies. We help them employ advanced planning and wealth management tactics to mitigate tax while working toward various financial objectives. In addition, your planning and tax strategies with this service incorporate social security options and application for benefits.

Our Enhanced Financial Planning Service incorporates Financial Planning services as well as an additional layer of advice and strategy that includes:

  • Exclusive access to AEGIS team members
  • Full annual tax review and efficiency plan
  • Retirement needs analysis, 401(k) review, and comprehensive retirement planning
  • Analyzing and maximizing your Social Security benefit
  • Application for your chosen Social Security benefit
  • Insurance risk management and long-term care planning analysis
  • Alternative investment strategies
  • Estate plan and survivor needs analysis
  • Review of employee benefit options and recommendations
  • Coordination with your professional partners
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Comprehensive Wealth Management

For higher net worth clients balancing retirement needs with estate and legacy goals, family priorities, and a complicated tax profile, you need a service that can accommodate and simplify this complexity.

It’s for this reason that we developed the Comprehensive Wealth Management service. This includes all the investment and wealth planning capabilities of other services, as well as several specialized strategies and personalized AEGIS Financial tools.

Comprehensive Wealth Management includes all features of our Enhanced Financial Planning service, with additional guidance that involves:

  • Exclusive access to AEGIS team members
  • Your complete comprehensive, detailed Financial Life Plan incorporating advanced tax mitigation strategies.
  • An annual comprehensive tax review and efficiency plan
  • Charitable gifting with an integrated tax strategy
  • Legacy and Quality of Life Planning
  • Transition guides, including the 12-Part Business Succession Guide for small businesses
  • External account consulting, including deferred compensation and stock option plans
  • An in-depth review of employee benefit options and recommendations
  • Offer semi-annual stakeholder meetings with family and professional partners
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