Financial Planning for Individuals & Families

Clarity. Confidence. A plan that moves your life forward.

Personalized Planning Built Around Your Life

Our financial planning services are designed for individuals and families who want expert guidance, clear direction, and a trusted partner for life’s biggest decisions. We bring the same depth of expertise used in our 401(k) work—investments, tax strategy, estate planning, college funding, debt optimization, and more—to help you build a plan that supports every stage of your financial life.

Straightforward, Actionable Advice—Not Overwhelming Jargon

Financial planning shouldn’t be confusing or time-consuming. We simplify complex topics, provide solutions instead of generic education, and give you clear steps to move forward. Whether you’re growing your wealth, preparing for retirement, paying off debt, or planning for your children’s future, we help you make smart decisions with confidence.

A Plan That Adapts as Your Life Changes

Your financial life evolves—and your plan should, too. We review progress regularly, update strategies as your circumstances change, and remain your long-term partner in making wise financial choices.

Ready to learn more?  Schedule a call to see how Aegis Wealth Partners can help