Aegis Financial Advisory | Fee-Only Financial Planning

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(408) 689-8211 · (503) 290-1089

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

Social Security Savvy Still Pays

February 1, 2016 By aegis

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. Similarly, Timothy Hayes was explaining the … [Read more...]

Filed Under: Media Mentions, social security

The “Deeming” Trap When Claiming Early Social Security Benefits

June 3, 2015 By aegis

A reader asks: "If I elect to start receiving my Social Security benefit at 62, can I then apply for and switch to an ex spouse benefit at 66? My projected retirement benefit at FRA is $1700, his is $2700. At 62 my reduced benefit will be about … [Read more...]

Filed Under: social security

Joe Alfonso to Appear on Sirius XM Radio Channel 111 “Your Money”

May 23, 2015 By aegis

Tune in to Sirius XM Channel 111 on Tuesday, May 26 from 2:30PM PT to hear Joe Alfonso, CFP®, founder and principal of Aegis Financial Advisory, discuss Social Security with Professor Kent Smetters, host of "Your Money". Joe and Kent will also be … [Read more...]

Filed Under: social security

Breakeven Analysis and Timing the Start of Social Security Benefits

March 11, 2015 By aegis

Wednesday, February 11, 2015 | Joe Alfonso, GoLocalPDX Contributor The decision as to when to begin taking Social Security retirement benefits is critical and greatly impacts the ultimate size of the benefit received. If you wait until your full … [Read more...]

Filed Under: retirement, social security

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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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What Is Fee Only?

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.

About Our Logo

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.