Personalized Service

Our clients all have slightly different retirement needs and our agency creates a unique plan for each client.

Maximize Retirement Planning

Why trust just anyone with this crucial time in your life? Our agency has the experience and support staff to help meet your needs. We build customized strategies for each client to help you achieve peace of mind.

Process Apps Quickly

Time is critical with medicare and planning for your future. We will not waste any time processing the paperwork that will give you peace of mind.



Medicare is our country's health insurance program for people age 65 or older. We can assist with your initial enrollment as you approach age 65 and also annual enrollment. We can assist with Medicare, as well as the supplemental Medicare options. We understand that looking at all of the different parts of Medicare can be daunting. Our experts are happy to talk with you, assess your needs, and help you get the coverage that is right for you. Medicare plans change yearly, so what you have currently may not actually be the best option for you now. That is why it is important to contact us and sit with a knowledge that knows the ins and outs of each plan to help you find the one that best meets your needs.

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Financial Consulting

Retirement Planning

Maximize Retirement Planning

At AEGIS we believe that life is more than a paycheck. Our mission is to ease your worries and help you create a sound financial strategy that provides not only a steady paycheck for life, but a playcheck as well.

As Part of The AEGIS Process, we'll help you create a retirement income plan that balances:

As Part of The Aegis Elder Advisors process, we'll help you create a retirement income plan that balances:

  • Daily Living Expenses
  • Budgeting for Luxuries & Quality of Life
  • Planning your Social Security Benefits for Maximum Results (Social Security can add $1M to your retirement fund)
  • Factoring in Pensions Withdrawal Strategies
  • Factoring in both Expected & Unexpected Medical Expenses
  • Planning for the Unexpected and the Inevitable

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Financial Consulting