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.
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.