Financial Services - , ,
The Aegis Group provides a complete solution to business planning, asset protection, advanced tax planning life insurance premium lending, wealth creation and risk mitigation to a variety of clients ranging from individuals, to small start-up businesses, to large corporations and charities.Our team of strategists work closely with partnered attorneys, CPAs, financial educators and investors to provide sound, up-to-date and custom financial engineering for each client. Because of this, even small businesses or modest investors are able to realize the power of a strategic team, united with the common goal of financial success for you. You owe it to yourself to realize your financial goals. Together, we can help you do just that.Many confuse tax preparation and tax strategy or they think they are one-in-the-same. However, it's important to understand that tax mitigation strategy and tax preparation are distinct and separate. While tax preparation is documentation of what has happened throughout the year, tax mitigation is an on-going, day- to-day business owner responsibility. Aegis specializes in custom built plans for the absolute highest level of relief and annual tax savings working with our in-house and partnered tax attorneys, CPA's, estate attorneys, Masters of Tax and your own personal advisor team. Imagine making one phone call for all your financial needs and plans.