Wealth Management

Individual Financial Planning Guidance 

At Aegis Retirement Group, our mission is simple: provide our clients with independent financial guidance that will help achieve financial independence through investing in their company’s retirement plan and structuring and executing an individual financial plan.


The money decisions made today lay the foundation for a successful lifetime and legacy. As a dedicated personal financial advisor, the professionals at Aegis can assist in creating and managing a budget, investments, insurance and all aspects of creating a successful roadmap towards financial independence.


We view everyone we work with as a person. A person with a unique set of circumstances and financial goals. Starting there. We strive to build strong, lasting relationships with each of our clients. We take time to listen to our client’s needs, concerns and goals. Once we’ve gained a full understanding of their needs we move forward with the financial planning process.

Financial Planning

With personal and financial information gathered from our initial “discovery” meeting we develop a comprehensive financial plan. Our plans are specific to each client and reflect a pathway to pursuing both their short and long-term goals. 

Implementation

Once we’ve established the financial plan we then assess if there are any portfolio moves required to make sure we balance the risk equities provide with fixed income products while being mindful of the adverse effect inflation may bring to the plan. We will also, if required, work with attorneys and other advisors on a clients overall estate and financial plan. 


None of this happens without us first considering the tax impact, and when adverse, develop a compromise that strives to achieve both goals as quickly and less-costly as possible.

Ongoing support

We believe that any good relationship requires continual feedback and input. Once we have developed and implemented a financial plan for a client, we are not done. We continue to meet with clients regularly to update their plan for life events or changes in their goals. We also monitor their portfolio and, when necessary, rebalance according to their plan. We are committed to being their first point of contact when it comes to their financial needs.

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