Enjoy the peace of mind that comes with insurance
Step 1: Getting To Know Each Other
Step 2: ASSESSING YOUR NEEDS
We’ll ask questions and get to know eachother. We'll talk about what your current coverage is, if you have any, what you like and what you dislike about the coverage.
Step 3: ENROLLMENT OR PLAN CHANGES
Step 4: ONGOING & PROACTIVE MANAGEMENT
Working Together to Solve Your Financial Goals
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 planning, including:
Getting To Know Each Other
Building Your Financial Plan
Ongoing & Proactive Management
Our Commitment To You
Our commitment is to always put your interests first and do our very best to ensure that your assets are protected as much as possible. Here at AEGIS, we're committed to treating and protecting our clients like family. Rediscover what it means to have confidence and peace of mind again. Call us today for a free, no-obligation strategy session. Call: (215) 371-1521 or click here to contact us today.
Step 1: Getting To Know Each Other
In our first meeting, we will get to know each other. We'll talk about what your financial objectives are and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.
Step 2: Building Your Financial Plan
In our next meeting we'll work on building your financial strategy which includes:
- Income Planning
- Advance Tax Planning
- Investment & Risk Management Strategies
- Estate Planning
We'll cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other aspects of your life that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.
By the end of our meeting you'll have a solid understanding of your current financial standing, and what needs to be done in order for you to achieve your financial goals, while still retaining the security and peace of mind that will allow you to get a good night's sleep at the end of the day.
Step 3: Ongoing & Proactive Management
Our financial strategies are chosen based on their ability to protect our clients' assets during times of market volatility, while still capturing market upswings during times of growth. As your investment advisor representative, we will work hard to protect, preserve, and grow your hard earned assets. In addition, you can always rely on our Chief Investment Officer, Greg Firmbach, who will be overseeing your accounts and will be working one-on-one with you to achieve your financial objectives.
Step 4: Legacy Planning
You'll work with our in-house attorneys, accountants and estate planners, who are all experts in the best ways to safely and securely transfer your wealth from generation to generation. Whether that's in the form of charitable giving, inheritance, or trusts, we'll help you leave the legacy you deserve.
At AEGIS we specialize in education,
protection, and solutions for our clients:
Through our Educational Seminars and Materials, such as video, blogs, and personal 1-on-1 consulting.
Through the analysis and development of a plan of action to address needs now and in the future.
Through the execution of the Accepted Plan and Product Selections & Services to reach our goals.
Process Apps Quickly
Time is critical when planning for your future and we will not waste any time
processing the paperwork that will allow for you to retire happy.