Mr. Joseph Alfonso, CFP®
Aegis Financial Advisory is a Portland Oregon and San Francisco Bay Area Fee-Only financial planner specializing in retirement planning for pre-retiree couples. Our goal is to help you successfully transition to a life in retirement secure in the knowledge that you will always be able to afford your chosen lifestyle.
We achieve this goal by leveraging our expertise in Social Security and retirement income planning. We are also certified tax professionals and perform “tax-aware” planning to save you money at every opportunity. Tax planning is especially important in retirement as a way to minimize the taxation of retirement account distributions and Social Security benefits, thereby maximizing your spendable retirement income.
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Year CFP® Certification Received: 2009
CFP Board Disciplinary History:
Bankruptcy Disclosure in Last 10 Years:
Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: Japanese, Spanish, English
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Social Security Planning, Tax Planning, Tax Preparation
Typical Client Profile
Average Net Worth: $1,000,001 - $5,000,000
Average Income: $100,001 - $250,000
Average Age: Baby Boomers
Profession: Not Applicable
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