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(408) 689-8211 · (503) 290-1089

6 Great Tax Tips for the End of the Year

December 12, 2017 By aegis

US News and World Report | Annalyn Kurtz| Dec. 4, 2017 The end of the year is always a good time to do some financial housekeeping, but this year in particular, uncertainty about tax reform may mean investors should throw a few more tricks onto … [Read more...]

Filed Under: Media Mentions, tax

Joseph Alfonso, CFP®, ChFC®, EA, RICP®, Principal, Aegis Financial Advisory, Named ‘Best Practices Advisor’ By Institute for the Fiduciary Standard

March 26, 2017 By aegis

Lake Oswego, OR (PRWeb) March 26, 2017 Vanguard Founder John C. (Jack) Bogle, Personal Finance Writer, Jane Bryant Quinn endorse Best Practices, speak on importance of fiduciary standard to investors Lake Oswego, OR, March 26, 2017 -- Joseph … [Read more...]

Filed Under: fiduciary, Media Mentions

Social Security savviness still pays off

December 30, 2016 By aegis

By Donald Jay Korn Financial-Planning.com December, 30 2016, 1∶22pm EST Not so long ago, Terry Prather was advising clients to submit restricted applications for Social Security retirement benefits. Similarly, Timothy Hayes was explaining … [Read more...]

Filed Under: Media Mentions, retirement, social security

Linn Energy Looks to Ease Tax Hit on Investors

March 9, 2016 By aegis

Master limited partnership is exploring a change to corporate structure that could shield investors from the fallout of a likely debt restructuring The Wall Street Journal | Liz Hoffman, Matt Jarzemsky and Laura Saunders| March 9, 2016 For some … [Read more...]

Filed Under: investing, Media Mentions, tax, Uncategorized

Ted Cruz Is Making One Texas-Sized Investing Mistake

March 1, 2016 By aegis

Kerri Anne Renzulli |Time.com | March 01, 2016 You might be making it too. This is part of an occasional series of articles looking at the presidential candidates’ own finances. The first examined Jeb Bush’s portfolio. Republican … [Read more...]

Filed Under: investing, Media Mentions

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Aegis Financial Advisory, LLC

California Office
19925 Stevens Creek Blvd.
Suite 100
Cupertino, CA 95014
(408) 689-8211

 

Oregon Office
5200 SW Meadows Road
Suite 150
Lake Oswego, OR 97035
(503) 290-1089

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About the CFP Logo

Copyright © 2009-2019 · All Rights Reserved

A fee-only advisor is someone who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product. As a result, fee-only advisors avoid the conflicts of interest which could arise if they received compensation for the products and services they recommend. Simply put, fee-only advisors work solely for their clients and only make recommendations that are in their client’s best interests.

A fee-only approach contrasts with the typical brokerage firm compensation structure which relies on commissions and transaction-related fees. Essentially, these firms receive 3rd party compensation for selling investment and insurance related products. Recently, some firms have begun using the term “fee-based” to try to distance themselves from the conflicts inherent in a commission model. Unlike fee-only advisors who never receive commissions or 3rd party compensation of any kind, fee-based advisors continue to receive 3rd party compensation in addition to receiving some fees directly from clients.

We do not believe that either a pure commission or a hybrid compensation model is capable of delivering unbiased advice to clients. We therefore adhere to a fee-only approach and believe it is the best way to ensure that we carry out our duty of undivided loyalty to our clients. Our membership in NAPFA, the national trade organization of fee-only financial advisors, is further evidence of our commitment to the fiduciary standard of care.

The logo for the firm is based on the image of the Aegis from Greek mythology. The Aegis was the shield of Zeus, fashioned for him by Hephaestus. The word aegis has entered modern English to mean protection or security.

Our goal is to be a trusted advisor, guide and educator for our clients as they endeavor to realize their most cherished life goals and objectives. We always place client’s interests first and work hard to ensure that the recommendations we make truly reflect their core goals and personal values. We also endeavor to be a strong advocate for our clients and guide them successfully through the many life transitions we all experience.

Given our client-centric focus and commitment to placing client’s interests first, we believe the Aegis is a fitting symbol and this is the reason it comprises the central element of the logo for the firm.