Financial Planning

Manage the various areas of your financial life that are within your control while making sure all the pieces fit together.

Social Security Planning

Maximize your lifetime Social Security income by making good claiming decisions. Social Security planning is included in our Financial Planning services and also offered as a standalone service.

Investment Management

Implement a prudent investment strategy that reflects your goals, takes on no more risk than necessary and is cost effective and tax efficient.

On-going Engagement

Continuously monitor your progress and react to any changes in your personal circumstances that warrant a change in strategy.

Recent Blog Posts

Social Security Savvy Still Pays

February 1, 2016|Donald Jay Korn, Financial Planning Magazine Not so long ago, Terry Prather was advising clients to submit restricted applications for Social Security retirement benefits. … [Read More...]

AFA in the Media

Joseph Alfonso, Founder and Principal of Aegis Financial Advisory, a CA and OR Registered Investment Adviser, is regularly quoted in the media and has appeared in publications such as the Wall Street Journal, The Chicago Tribune, Smart Money and U.S. News & World Report. Click on image for articles.

Client Center


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