Clarity starts with knowing what you don’t know.

At Aegis Financial & Insurance Group, we believe financial planning is about clarity and protection, not guesswork. Discover the value of our holistic approach, combining insurance and investments for your long-term security. Let us help you make confident decisions and retire with dignity. We are located in Northern California.

Our financial planning services

We offer comprehensive financial planning services tailored to hardworking, responsible individuals and couples planning for retirement, protecting their families, or seeking clarity on their financial options. Our approach prioritizes clarity, trustworthy guidance, and long-term security.

Retirement planning

Planning for retirement can be daunting. We help you navigate the complexities, ensuring you're prepared for a secure and fulfilling future.

Family protection

Protecting your family's financial future is paramount. We offer solutions to safeguard your loved ones against unforeseen circumstances.

Investment strategies

We provide risk-managed investment strategies tailored to your goals, helping you grow your wealth while mitigating potential losses.

Are you facing these frustrations?

Many people feel uncertain about their financial future. They don’t know if they’re doing the right things, if their investments are allocated properly, or if they’re prepared for market losses, taxes, and life events. At Aegis Financial & Insurance Group, we understand these concerns and offer a trusted partnership to guide you.

Our clarity process

We help you gain clarity about your finances through a simple, proven process:

  1. Review your current financial picture.
  2. Identify gaps, risks, and opportunities.
  3. Build a clear, protect-and-grow strategy.
  4. Implement and monitor together.

This process reassures you that clarity is achievable and that we'll guide you every step of the way.

What we do

Aegis Financial & Insurance Group helps clients uncover blind spots and make informed decisions. For example:

  • Many clients come to us unsure how much risk they’re actually taking. We help align their investments with their goals.
  • Most people don’t realize how taxes will impact their retirement income. We help create plans that minimize tax exposure.

We use simple, human language to help you understand exactly what you have, show you how your money is working, and help you make decisions with confidence.