Home
Services
- Individual Financial Planning
- Business Owner Planning
About Us
Insights
- Thinking Points - A Planning Newsletter
- Five Primary Risks of Retirement
Resources
Login
Get Started

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: (303) 793-9350

Office: (949) 623-1786

Fax: (949) 756-2624

1510 28th Street

Suite 100

Boulder, CO 80303

AZ, CA, CO, ID, NV, VA, WA

Derek@AegisFinancialPartners.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Michael L. Tuz: California Insurance License #0705930

Derek Tuz: California Insurance License #0I51660 | Colorado Insurance License # 144650

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, HI, ID, KY, MD, MA, NV, NJ, NM, OR, SC, TN, UT, VA, WA, WY