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Tom Ackmann

SYM Financial Advisors

Aegis is my firm’s main resource when it comes to actuarial work. Their depth of knowledge and ability to develop quality plan designs and valuations allows us to attract and retain clients.

Mike Schnell

Pivot CPAs

Aegis is a perfect fit for the successful closely held business owner whether goals are incentivizing employees, owner maximization or something in between. A number of our clients are happier with us as CPA’s simply because we brought Aegis in to help them take advantage of the opportunities in cash balance and defined benefit plans.

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