Aegis Financial Advisory (AFA) provides financial planning services to individuals at all stages, specializing in pre-retiree couples. AFA helps clients develop retirement income strategies, leveraging expertise in Social Security and tax planning to minimize taxes on retirement distributions. AFA also offers portfolio analysis, asset allocation, and tax preparation services. AFA does not manage investments directly but recommends outside portfolio managers.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
- Social Security Planning Review: A one-time review of your Social Security claiming options and an assessment of optimal strategies for a flat fee of $250.
Annual Retainer:$6,000 - $18,000/year
One-Time Plan:$250
Hourly Rate:$250/hr
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