Description: Fee-only financial, retirement income and tax planning: Social Security expert. Serving Lake Oswego, Oregon and San Francisco Bay Area.
Aegis Financial Advisory is a Portland Oregon and San Francisco Bay Area Fee-Only Fiduciary financial planner specializing in retirement planning for pre-retiree and retiree couples. We are experts in Social Security and retirement income planning and taxation. Speak to us about how we can help you fully enjoy your life in retirement free from the worry of ever running out of money.
Joseph Alfonso, Founder and Principal of Aegis Financial Advisory, a CA and OR Registered Investment Adviser, is regularly quoted in the media and has appeared in publications such as the Wall Street Journal, The Chicago Tribune,Time and U.S. News & World Report.
CALIFORNIA OFFICE 19925 Stevens Creek Blvd., Suite 100 Cupertino, CA 95014 (408) 689-8211