COVID-19 Update | Navigating Uncertain Times

 

About The Aigis Group

The Aigis Process

Experience is our process. 

Our process helps you understand how to take care of yourself and your financial life. 

We work with each client to discuss not just financial targets, but the things in life that matter most. We review existing planning elements, insurance coverage,  including investment allocations, retirement funding, etc., to pinpoint risks and opportunities.

­    We take what we learn and present a visual representation of a client’s life.  Everything from current life insurance coverage, asset titling and management, estate planning, and philanthropic goals.

With goals as our guide, we map the path forward by creating, implementing, and proactively managing a customized plan. When things like new tax laws or major life events arise, we adapt the plan accordingly to keep every client on track every step of the way.

Realization & Acceptance

That you're not a wealth specialist.  You have limited time.  You don;t want to misstep.  You need a financial specialist, not just  professional. 

Know the Truth

Know myth vs reality. 

Understand your assets and liabilities.  Find a specialist who educates.  Understand what needs protecting and why. 

Get Methodical

Embrace a process to stay focused.  Set a discipline to guide your decisions.  Organize and document your financial life and career variables.  Set yourself up for wealth on your terms. 

Get Sound Guidance

Work with a financial professional who listens to what’s important to you, your family and/or your business…not what is important to them.

 

Our Aigis Team

Our team is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

We endeavor to know and understand your financial situation and provide you with only high quality information, services, and products to help you reach your goals.

Mark Betlow

Principal

Cathy Czyz

Executive Director

Life
Insurance
Corporate Benefits
Wealth
Management
Individual Disability Income & Long Term Care Insurance
 
 

Mark Betlow is a Registered Representative of and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC. (HTK)  Registered Investment Advisor, Member FINRA/SIPC.  210 Park Avenue, Suite 101, Florham Park, NJ 07932, (973) 538-9100.  The Aigis Group and other listed entities are independent of and unaffiliated HTK.  HTK does not offer tax or legal advice.

Mark Betlow is insurance and securities licensed in the state of New Jersey (NJ), as well as several other states.  Please call our office at the number indicated above for further licensing information.  This is not an offer of solicitation in any state where not properly licensed or registered.

210 Park Ave Suite 101

Florham Park, NJ 07932

Tel: (973) 805-6990

Fax: (973) 288-2661