All AEGIS clients can log into our online portal to view real-time summaries and updates.
Every dollar counts when you’re planning for your children’s future as well as your own. That’s why we combine tax strategy and family wealth planning, focusing on what you need for your lifestyle, what you aspire to for your family, and what you envision for your legacy.
Through the four successive levels of our service platform, we provide a one-stop financial experience for families, from education planning to wealth transfer.
Our comprehensive discovery exercises help to uncover crucial priorities that are often overlooked in the planning process – such as personal values and the legacy you envision for future generations.
The Financial Life Plan incorporates all aspects of your wealth, and with our unique tax-oriented approach, we also ensure that tax strategies are integrated throughout. This life-oriented approach to wealth planning is often particularly valuable for families, who have numerous priorities and options to consider.
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
As conventional extended-care policies grow costlier, alternatives have emerged. The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to […]
Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first […]
Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second […]