Surrounding You With Our Team Of Experts....
Aegis Financial supports your business through a team of experts who provide
knowledge and know-how in the areas of your practice that matter most.
Not only does this team serve as an extension of your office, but consultations are
100% complimentary to Aegis Financial's contracted producers.
knowledge and know-how in the areas of your practice that matter most.
Not only does this team serve as an extension of your office, but consultations are
100% complimentary to Aegis Financial's contracted producers.
Heather Schreiber, RICP®
SOCIAL SECURITY & TAX EXPERT
Heather’s Areas of Expertise:
• Social Security Benefits
• Tax Distribution Strategies
• Gifting & Wealth Transfer
• Estate Planning & Trusts
• Charitable Giving
• Qualified Plans
Heather’s Areas of Expertise:
• Social Security Benefits
• Tax Distribution Strategies
• Gifting & Wealth Transfer
• Estate Planning & Trusts
• Charitable Giving
• Qualified Plans