Aegis Financial Advisory is a Fee-Only Fiduciary financial planner based in Portland, Oregon and the San Francisco Bay Area. Specializing in retirement planning for pre-retiree and retiree couples, they offer comprehensive financial planning services, including Social Security planning and investment management, to ensure a secure retirement income strategy.
With a client-centered approach, Aegis Financial Advisory helps individuals maximize their Social Security benefits, save money on taxes, and master their finances to live the life they deserve. Their founder and principal, Joseph Alfonso, is a recognized expert in the field and has been featured in reputable publications such as the Wall Street Journal and U.S. News World Report.
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