Broker Check

847-498-7181

Retirement/Annuities

Client Centered

Retire your way. Retirement planning is a critical piece to any sound financial strategy. Developing, planning and executing will support your financial future.

We create a specialized strategy that focuses on your goals and objectives. We begin with a review of your current financial situation, which leads to development of a personalized strategy. Take advantage of an array of solutions to support your needs. You have access to a number of savings and retirement investment options to help you achieve those goals, such as IRAs, SEPs, 401(k) Rollovers, Owner Only 401(k) type plans, Mutual Funds, and Variable Annuities.

Investors should consider the investment objectives, risks, and charges and expenses carefully before investing in the fund, contract, and/or underlying portfolios.

It is possible to lose money when investing in securities.

Contact mjacobson@aegiscap.com or call us at 847-498-7181 to see how the right retirement strategy supports your financial security.

Retire your way. Retirement planning is a critical piece to any sound financial strategy. Developing, planning and executing will support your financial future.

We create a specialized strategy that focuses on your goals and objectives. We begin with a review of your current financial situation, which leads to development of a personalized strategy. Take advantage of an array of solutions to support your needs. You have access to a number of savings and retirement investment options to help you achieve those goals, such as IRAs, SEPs, 401(k) Rollovers, Owner Only 401(k) type plans, Mutual Funds, and Variable Annuities.

Investors should consider the investment objectives, risks, and charges and expenses carefully before investing in the fund, contract, and/or underlying portfolios. It is possible to lose money when investing in securities.

Contact mjacobson@aegiscap.com or call us at 847-498-7181 to see how the right retirement strategy supports your financial security.