Aegis Financial Advisory

Passionate about financial planning for retirement

Aegis Financial Advisory empowers individuals to confidently navigate their financial journey towards a secure and fulfilling retirement. We are a team of experienced professionals dedicated to providing personalized financial planning and investment management services to pre-retiree and retiree couples in the Portland, Oregon and San Francisco Bay Area.

Our Expertise

Our expertise lies in:

• Social Security Planning: Maximize your lifetime Social Security income by making strategic claiming decisions.
• Retirement Income Planning: Create a reliable income stream during your golden years, ensuring financial security and peace of mind.
• Investment Management: Implement a personalized investment strategy that aligns with your goals and risk tolerance, while prioritizing cost-effectiveness and tax efficiency.

Client-Centered Approach

We take a client-centered approach to financial planning, focusing on:

• Understanding your unique financial goals and aspirations.
• Partnering with you to make informed financial decisions.
• Providing clear and concise explanations throughout the process.
• Regularly reviewing and adjusting your plan to ensure it remains effective as your life and financial situation evolve.

Our Mission

We empower our clients to:

• Secure their financial future.
• Enjoy the freedom and peace of mind that comes with financial security.
• Make informed financial decisions based on their individual circumstances.

Who We Are

Aegis Financial Advisory is led by Joseph Alfonso, a Certified Financial Planner (CFP) with extensive experience in retirement planning, taxation, and investment management. His deep understanding of financial planning coupled with his compassionate and client-centered approach has earned him recognition in industry publications.

Contact us today to schedule a complimentary consultation and discover how we can help you achieve your financial goals and enjoy a secure and prosperous retirement.