NAPFA Fall 2021 National Conference Speaker
Joseph Alfonso
Joe Alfonso, CFP®, EA, is founder of Aegis Financial Advisory, a Fee-Only solo financial planning firm in Lake Oswego, Oregon.
Joe works with pre-retiree couples to help them successfully transition to a life in retirement secure in the knowledge that they will always be able to afford their chosen lifestyle. He achieves this goal by leveraging his expertise in Social Security and retirement income planning.
Joe views Social Security as a unique source of retirement income that can help hedge against many of the risks retirees face over their retirement lifetime. As such, it is critical to maximize Social Security to improve the sustainability of a retirement income plan. Joe, therefore, makes Social Security claiming strategy a key element of his work with clients.
Joe works with pre-retiree couples to help them successfully transition to a life in retirement secure in the knowledge that they will always be able to afford their chosen lifestyle. He achieves this goal by leveraging his expertise in Social Security and retirement income planning.
Joe views Social Security as a unique source of retirement income that can help hedge against many of the risks retirees face over their retirement lifetime. As such, it is critical to maximize Social Security to improve the sustainability of a retirement income plan. Joe, therefore, makes Social Security claiming strategy a key element of his work with clients.