By implementing effective tax strategies, individuals can create new opportunities for generating wealth while also reducing financial risks.

But few working professionals have the time to explore these opportunities themselves.

That’s why we leverage our team’s experience and knowledge of taxation in order to integrate tax strategy into not only your investment plan, but into all aspects of your personal wealth.

Retirement Guide for Professionals

Many pre-retirees overlook key decisions that could greatly improve their retirement readiness. This exclusive retirement guide opens the discussion through key questions that often go unasked.

How do you maximize your retirement savings and your Social Security for retirement?

Advice4Life

Check out our Quarterly Advice4Life Blog, where we give you insights and case studies of how we’ve helped people just like you.

It’s simple: lower your portfolio’s costs, and you will build more wealth. This is the opportunity that tax strategy creates, and it’s one that many working professionals miss because they don’t have the time to address it.

Brian J. Rogers, CFP®

Certified Financial Planner

Contact Us

We’re happy to speak to you personally about your unique situation.

Oshkosh Office

530 N Koeller Street, Oshkosh, WI 54902

(920) 233-4650

info@aegis4me.com

Appleton Office

4351 West College Ave, Suite 110, Appleton, WI 54914

(920) 735-9800

info@aegis4me.com

Milwaukee Office

11414 W Park Place, Suite 202, Milwaukee, WI 53224

(262) 253-1695

info@aegis4me.com

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