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.
Every year, we lose clients either expectantly or not. Recently we lost two precious ladies. One expected, one not. One had a spunk we loved […]
Here are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan Effective planning […]
What’s New with the Team! Congratulations to Mr. & Mrs. Deitte! We are pleased to announce that our Marketing Coordinator Courtney Deitte got married on […]
AEGIS Cares Q3 2022 Giving Plan For our Quarter 3 Giving Plan we participated in Spellbound for Literacy Adult Spelling Bee through the Winnebago Area […]