General Info

Aegis Consulting is a financial services firm that has been providing valuable advice to successful families. Our Serve First philosophy of planning dates back to Connecticut Generalâ??s Stuart Smith. When Lincoln Financial Group acquired Cigna Financial Advisors, we continued that philosophy under the banner of Sagemark Consulting. Aegis Consulting is a brand with deep heritage and strength rooted in serving our clients first. We offer a wide range of financial services, including financial planning, retirement, investments, tax planning, risk management, estate planning, wealth transfers, college planning, unintentional disinheritance, retirement plan, succession plan, and taxes.