AEGIS Elder Advisors

We know our clients and we know insurance, so our clients enjoy the peace of mind that comes with knowing their insurance agency can help them regardless of how big, small, unique, or specific their insurance needs are. With the years of experience …

It is our belief that confidence and peace of mind only come from knowing that you're making the best possible decisions for yourself and your loved ones. Our process is designed to help you ensure you have the coverages that are right for you and …

We’ll ask questions and get to know each other. We'll talk about what your current coverage is, if you have any, what you like and what you dislike about the coverage.

Based upon our discussion of your current coverage and your needs, we will lay out the best options available and answer any questions you may have. Our goal is to make sure you understand what coverages are available to you and what they entail.

When the time rolls around for Medicare Supplements, we’ll ensure you have the ones that are right for you. Each year before open enrollment, we’ll touch base and make sure that nothing has changed and that you’re happy with your coverages. We’ll …

At Aegis Elder Advisors, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the critical areas of retirement …

It is our belief that confidence and peace of mind in retirement only come from knowing that you're making the best possible decisions for yourself and your loved ones. Our process is designed to help you take control of your financial future and …

In our next meeting, we'll work on building your financial strategy, which includes:

As life changes, so should your plans. We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary, and always ensure that you are on target to achieve your objectives. In addition to our regular reviews, your …

As your investments grow and your wealth accumulates, we will start making preparations to create a living legacy for you to leave behind for generations to come. We can help you with the safe transfer of your assets to your spouse and the eventual …