Create a Secure Retirement Income Strategy Maximize Social Security Benefits Save Money on Taxes Master Your Money to Live the Life You Deserve


Aegis Financial Advisory is a Portland Oregon and San Francisco Bay Area Fee-Only Fiduciary financial planner specializing in retirement planning for pre-retiree and retiree couples. We are experts in Social Security and retirement income planning and taxation. Speak to us about how we can help you fully enjoy your life in retirement free from the worry of ever running out of money.

Comprehensive 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 life changes to stay on track.


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,Time and U.S. News & World Report.