What is the best way to accumulate my personal wealth while my business is growing? How should I transition out of my business? How can I use the wealth I’ve earned to support my retirement?
The biggest questions that owners face with respect to their wealth all have one common thread: tax.
Understanding the impact that tax will have on your income, savings and future wealth in all possible scenarios, is the key to choosing the right options. That’s why we ask the question, shouldn’t tax knowledge be central to your wealth advice?
Through each of our four distinct service levels, we develop custom strategies that help take advantage of all opportunities to save on tax. These often include:
Providing all aspects of the other three service levels, as well as a number of personalized features and resources that include:
In our experience working with all kinds of business owners, the succession of the business is simultaneously one of the most important goals owners have, and one of the least talked about aspects of running a business. This guidebook bridges the discussion of succession, long-term plans and the possibility of family members or third parties eventually acquiring the business.
Between your personal and business wealth, the complexity of your tax liability can make it easy to miss opportunities to save money. Exclusive to AEGIS Financial and developed by our team of advisors and CPAs, this analysis process helps to clarify your tax situation and identify the steps to improve overall efficiency.
Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
Investment Review Appointments As part of our Fiduciary Duty we are required to complete an investment review with you at least annually. During your investment […]
A Plan For All Seasons A PLACE IN THE SUN Summer 2020 | Market Closures Friday, July 3: Independence Day Monday, September 7: Labor […]
What’s New at AEGIS Financial New Location: We are pleased to announce that as of July 1, we have a new location in Appleton, Wisconsin. […]