Zeus's Shield: Client-Centered Financial Planning for Life

Most so called "financial advisors" are really salespeople with a strong financial incentive to get you to buy products that pay them a commission. Their focus is on getting you to complete a transaction rather than looking at your complete financial picture and making recommendations that are in your best interest. This blog will present unbiased information targeted at helping you make financial decisions that are right for you.


Monday, September 20, 2010

Aegis Financial Advisory Featured In Wall Street Journal

See our mention in today's Wall Street Journal article regarding planning for young people.

http://online.wsj.com/article/SB10001424052748704206804575467810222109230.html

Posted by Joe Alfonso, CFP(R), ChFC, EA, LTC at 8:41 AM No comments:
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Welcome to My Blog

Thank you for visiting. My goal is to share financial planning information that is useful, relevant and non-commercial. Comments are always welcome.

You can learn more by visiting my firm's website at www.aegisadvisory.com.

I hope that you achieve all your financial life planning goals.

Best,

Joe Alfonso, CFP(R), ChFC, EA, LTC


About Me

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Joe Alfonso, CFP(R), ChFC, EA, LTC
United States
I am a fee-only CERTIFIED FINANCIAL PLANNER(TM) professional and NAPFA-Registered Financial Advisor with offices in Santa Clara, CA and Lake Oswego, OR. My firm practices comprehensive, client-centered financial planning. We welcome clients who have been ill-served by their current planner and are seeking a trusted advisor who will work in their best interests.
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Aegis Financial Advisory, LLC

Aegis Financial Advisory, LLC
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