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Financial Planning

Your CPA manages the numbers, your attorney has drafted the Trust, you own life insurance, and of course you have a broker who manages your investments. But who is coordinating this advice and integrating these various pieces into a complete plan that accomplishes both your financial and life goals?

In an increasing complex world, having all the pieces isn’t enough. You need to have them all working together for what comes next in your life. At Aegis Financial Partners, our planning process starts by understanding the real you, followed by evaluating all the various components of life to develop your personalized Financial Life Plan. This allows you to feel comfortable that all aspects of your life are analyzed and evaluated together to identify the solutions/strategies to help you achieve your financial goals and dreams for you and your family.