Fee Based Financial Advisors

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We can also help you plan financially for the unexpected should you be unable to make financial and medical decisions for yourself.

We can also help you plan financially for the unexpected should you be unable to make financial and medical decisions for yourself. Estate planning is all about leaving the financial legacy you want to those that are most important to yo


Our first priority is the safety and well-being of the people inside—your family. We also review and optimize your security policies and procedures, and provide appropriate security awareness training for your family, staff, and visitors. Itinerary Advances – In addition to Pre-Travel Security Analysis, AEGIS’ Protective Intelligence Analysts produce custom itinerary specific virtual advances, offer options for consideration to mitigate risk, and provide contingency and emergency plans ready to be used if necessary. AEGIS’ Security Consultants provide several facets of service to support our clients’ travel needs. These clients can range from celebrities and VIPs, to corporate, educational, industrial, and institutiona

Over 2,000 Investors and Families Served
That transparency is a hallmark of fiduciary care—and for many clients, it’s well worth the value delivered. This duty extends beyond investment choices; it influences how conflicts of interest are handled, how advice is communicated, and how your long-term goals are supported over time. For 40 years, NAPFA has been the standard bearer for Fee-Only, fiduciary financial advisors advocating for high professional and ethical standards. It means no commission based investment products. Where shown, performance information presented is that which has been calculated and presented by an unaffiliated third-party manager.
Tip: Always ask a prospective advisor, "Do you operate as a fiduciary at all times?"
This and other important information are contained in the respective Fund prospectuses and summary prospectuses, which should be read carefully before investing. A significant percentage of the underlying investments in aggressive asset allocation portfolio investments have a higher-than-average risk exposure. International/global investing can involve special risks, such as political changes and currency fluctuations. Any forecasts contained herein are for illustrative purposes only, may be asset protection planning for retirement based upon proprietary research and are developed through analysis of historical public data. You should not buy or sell an investment without first considering whether it is appropriate for your client’s portfolio. Products shown may have minimum account sizes or minimum investments which may preclude retail and non-high net worth investors from being able to invest in these products.
When Should You Work with a Fiduciary Financial Adviso

Build loyalty by helping identify the retirement income sweet spot
Guaranteed income streams are commonly used to cover essential living expenses and form a retirement income floor. A guaranteed income stream is income that continues based on contractual terms rather than market results. Get the latest and greatest asset protection planning for retirement annuity news delivered to your inbox every Saturd


Yes, you may pay taxes on Social Security depending on income levels, but the bigger focus should be your income plan, not chasing tax loopholes. There are very few truly tax free retirement income sources, and focusing only on taxes can lead you down the wrong path. The right amount depends on your income floor, lifestyle, and how you want to live. Most fixed asset protection planning for retirement annuities, especially MYGAs, provide compound interest with tax deferral, but not all products are structured the same way.
Business growth, protection & transf

Can security measures be discreet and minimally invasive?
We’re asset protection planning for retirement always looking for professional Executive Protection Agents and Uniformed Security Officers. We’re a 3rd-generation firm with longstanding client relationships and worldwide connections. Since 1967, MPS Security & Protection has delivered professional protective security grounded in respect, coordination, and discretion. We're here to provide expert guidance for individuals and families seeking peace of mind.
Work Directly With Law Enforcement
MPS Security and Protection provides tailored executive protection-whether you require 24/7 oversight or specialized coverage for high-stakes events. All agents operate according to client-directed standard operating procedures (SOP) for a seamless and customized protection program. We produce comprehensive assessments and actionable recommendations to strengthen your property's security postur

You’re on the lookout for the best investment products, and we are too.
A comprehensive estate plan ensures your wealth is transferred efficiently to heirs. Trusts provide a legal framework to protect wealth from creditors, lawsuits, and excessive taxation. Consider a mix of equities, fixed income, real estate, alternative investments, and private equity. Understanding and implementing strategies that account for these factors will ensure asset protection planning for retirement long-term financial stability. In an ever-evolving economic landscape, protecting and growing assets requires strategic planning and proactive decision-making. This website is using a security service to protect itself from online attack
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