Aegis Financial Partners

Aegis Financial Partners Fee Based financial planning and wealth management firm. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC.

Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
06/03/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

06/01/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Surprises crop up every day, and they’re a great reason to work with us.
05/29/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
05/27/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded cont...
05/26/2026

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded continuation plan in place. I want to help you feel confident in your succession plan. Message me with your business planning questions.

Even low inflation rates can pose a threat to investmentreturns.
05/25/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
05/22/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
05/20/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC...
05/19/2026

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC) coverage can set you apart from your competitors while leveraging additional tax advantages.

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
05/18/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

Address

1510 28th Street, #100
Boulder, CO
80303

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13037939350

Website

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