Hear from Mark Betlow, Principal of The Aigis Group, on how we are committed to providing uninterrupted service to our clients while also maintaining the safety and well-being of our team.
About The Aigis Group
For over a quarter of a century, The Aigis Group has been providing financial services to high net worth individuals and successful businesses. Led by Mark Betlow, our seasoned team works across these service areas to help provide integrated and sound solutions. As a result of its unique approach to servicing the needs of affluent clients, the Aigis Group has grown to be a leader in it's space.
The best relationships are those that mature as working collaborations. We consult closely with clients to determine both long-term and short-term goals, and to build an understanding of their unique situations and requirements. We know that with the passage of time, inevitable shifts occur in the interlocking forces that can affect financial success--ecomonic trends, government regulations, conditions within the individual company, as well as changes in personal dynamics. At these junctures, businesses and individuals look for expert assistance in order to re-engineer their plans.
Our approach and mission differentiates The Aigis Group as an organization in which all parties, the Company, our Employees, as well as our Clients, are an integral part of our success. The mission is, and will be, our driving force which provides a blueprint for the future. We invite you to find out more about The Aigis Group and the ways in which we can assist you.
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.