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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Helping You Preserve and Grow Your Future

In Greek mythology, Aegis is the shield used by Zeus, the king of the gods.  It is a symbol of security and strength. At Aegis Advisors we believe financial security is the reward of a strong financial plan.

Aegis Advisors is an independent wealth advisory and financial services firm. As an independent firm, we offer objective solutions with our client's goals in mind.  We do not manufacture financial products nor do we have proprietary products that we must sell. Our clients include privately held businesses, professionals, retirees, and their families. Our services range from helping our clients develop a plan to achieve financial independence as well as developing ideas for businesses to attract and retain valuable employees.

We work with our clients to develop and prioritize their financial goals. We help them implement a strategy to minimize their exposure to unnecessary risk.  We believe that each client's financial needs are as unique as his or her fingerprint, which is why we have the ability to develop a plan that serves those needs.

Considering some important issues now could provide more options in the event of early retirement.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Reviews annual enrollment dates and options for Medicare participants.

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How much Disability Income Insurance do you need?

How much life insurance would you need to produce a sufficient income stream for your family?

This calculator can help you estimate your annual federal income tax liability.

Use this calculator to estimate how much income and savings you may need in retirement.

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