The Aegis Difference
OUR PHILOSOPHY
We believe that every person deserves the expertise, respect and attention that we provide our clients. From the processes and technology utilized, to the incredible lengths that we go to help assure your goals are met, Aegis is a firm that helps make a difference from day one.
We have the knowledge base, staff, licenses and certifications to do more than just talk about maximizing retirement savings. Many working people in our country understand the concept of compounding interest, but do nothing until it’s too late.
MAKING AN IMPACT
Our mission is to create successful experiences for investors, retirement plan sponsors and their valued employees. We make a commitment every day to deliver significant resources with focused solutions. The positive impact to our client’s relationship to financial and organizational success is attainable, measurable, and repeatable.
BEHAVIORAL FINANCE PROFESSIONALS
Successful retirement plan outcomes for plan sponsors and their employees are solved by a dedication to process management, organization and education. Aegis Retirement Group has access to research from world-renowned behavioral finance professors, mathematicians and PhDs who help us understand how to enhance company’s retirement plans according to behavioral finance best practices.
Financial wellness and retirement readiness are achievable concepts that really are successfully reached through addressing common financial decisions that trip up investors. With the tactics and strategies learned through this method, the Aegis team is equipped to translate these learnings from the world’s best and brightest to you.
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Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. Aegis Retirement Group, a division of HUB International, GRP, and HUB International are separate entities from and not affiliated with LPL Financial. Aegis Retirement Group is the approved name under which LPL Financial business is conducted.
GRP Advisor Alliance is an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
901-350-7342
5100 Poplar Avenue, Suite 2123,
Memphis, TN 38137