AEGIS Elder Advisors
Retirement Transition Planning For Your Peace of Mind
Special Promotion
Free Planning Including Our 12-page Answer Book!
Welcome to AEGIS Elder Advisors
AEGIS Insurance Consulting through our operating companies, AEGIS Wealth Advisors, AEGIS Seminars Is a group of insurance & financial experts who help people create a recession-proof, tax-free & risk-free retirement and also address their needs for health, life, medicare, disability and long term care insurance. ...
01
Insurances & Financial Consulting
Financial Consulting (5)
Reasons to Choose Us
Solutions
Insurance Solutions
Step 0 - Enjoy the peace of mind that comes with insurance
We know our clients and we know insurance, so our clients enjoy the peace of mind that comes with knowing their insurance agency can help them regardless of how big, small, unique, or specific their insurance needs are. With the years of experience …
Learn moreStep 1 - Getting to know each other
It is our belief that confidence and peace of mind only come from knowing that you're making the best possible decisions for yourself and your loved ones. Our process is designed to help you ensure you have the coverages that are right for you and …
Learn moreStep 2 - Assessing your needs
We’ll ask questions and get to know each other. We'll talk about what your current coverage is, if you have any, what you like and what you dislike about the coverage.
Learn moreStep 3 - Enrollment or plan changes
Based upon our discussion of your current coverage and your needs, we will lay out the best options available and answer any questions you may have. Our goal is to make sure you understand what coverages are available to you and what they entail.
Learn moreStep 4 - Ongoing & proactive management
When the time rolls around for Medicare Supplements, we’ll ensure you have the ones that are right for you. Each year before open enrollment, we’ll touch base and make sure that nothing has changed and that you’re happy with your coverages. We’ll …
Learn moreFinancial Solutions
Step 0 - Working Together to Solve Your Financial Goals
At Aegis Elder Advisors, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the critical areas of retirement …
Learn moreStep 1 - Getting to know each other
It is our belief that confidence and peace of mind in retirement only come from knowing that you're making the best possible decisions for yourself and your loved ones. Our process is designed to help you take control of your financial future and …
Learn moreStep 2 - Building your financial plan
In our next meeting, we'll work on building your financial strategy, which includes:
Learn moreStep 3 - Ongoing & proactive management
As life changes, so should your plans. We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary, and always ensure that you are on target to achieve your objectives. In addition to our regular reviews, your …
Learn moreStep 4 - Legacy planning
As your investments grow and your wealth accumulates, we will start making preparations to create a living legacy for you to leave behind for generations to come. We can help you with the safe transfer of your assets to your spouse and the eventual …
Learn moreAvailability
Sunday
Closed
Monday
-
Tuesday
-
Wednesday
-
Thursday
-
Friday
-
Saturday
-
Address
Areas Covered
Manatee County and Sarasota County, FL
Fill out the form below to contact us
We're here to help you in any way we can. Leave us a message and we'll contact you back shortly.
Contact Information
Office location
8955 Us Hwy 301 N, Parrish, Florida, 34219Give us a call
(727) 388-6621Send us an email
[email protected]Other website
aegiselderadvisors.com/