The better your retirement plan, the more you can do once you get there.

By combining tax strategy with personalized investing and a Financial Life plan, our approach for pre-retirees and retirees is about building your nest egg and preserving it as you enjoy your retirement.

  • At AEGIS Financial, our comprehensive wealth management services simplify intricate matters such as 401(k)s, Social Security regulations, and increasing healthcare expenses while ensuring that you can relish this phase of life that you’ve been working so hard to save for.

AEGIS Discovery Guide for Retirees

What do you want to accomplish before you retire? If you are already retired, how would you change your retirement lifestyle if you could? Is leaving a legacy important to you? The AEGIS Discovery Guide helps us understand what matters to you.

With tax-integrated planning, discover the retirement you dream of and more!

Advice4Life

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

No one should pay more in taxes than what’s required. Our planning strategies are intentionally designed to manage costs, reduce taxes, and enhance long-term investment performance. Paying less in taxes means our clients keep more of what they earn.

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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