Log in from anywhere.

All AEGIS clients can log into our online portal to view real-time summaries and updates.

Access your account
Client Access Tutorials

Get Started

How did you hear about us?

Facebook LinkedIn YouTube

Financial Life Plan

What is the Financial Life Plan?

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 helps us to identify ways to boost your progress toward the goals we uncover together.

In combination with our service approach and exclusive experience tools, the Financial Life Plan is designed to keep your finances organized, clear, and continuously attuned to your life.

Professional Partner Approach

Working alongside your advisor, we will incorporate other professionals according to your needs. This includes tax planning, Social Security, long-term care, insurance and estate planning.

Intuitive Planning Approach

This intuitive planning software allows us to run scenarios, project the impact of various strategies, and get a clear understanding of the likelihood of reaching your goals – all in the context of priorities like your retirement or estate.

AEGIS Experience Tools

Clients of AEGIS Financial also have access to our exclusive experience tools. These allow for a deeper dive into the priorities that drive you, so that we can deliver a Financial Life Plan that provides real financial benefit and ongoing clarity.

We are always here to help.

Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Estate Planning – Don’t Leave Home Without It! | Advice for Life

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 […]

Year-End 2022 Tax Tips | AEGIScoop

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 at AEGIS Financial? | AEGIScoop

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 & Q4 | AEGIScoop

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 […]

Read More

Top