DISCLOSURES

This website is a publication of Allegiant Financial Services Group. Investment advisory services are offered through Aegis Wealth Management, Inc., which is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Lisa Cassidy and Kevin Hocker are investment advisor representatives of Aegis Wealth Management, Inc. Rick Rumelhart is Chief Compliance Officer exclusively for Aegis Wealth Management, Inc. and not any of the other entities listed.

Patrick S. Scobie, Cathy Devaney, Heather Schreiber and Angela Walker are not affiliated with either Allegiant Financial Services Group or Aegis Wealth Management, Inc. Patrick S. Scobie, P.C., Devaney Financial, HLS Retirement Consulting, LLC, and Vital Insurance Solutions are also not affiliated with either Allegiant Financial Services Group or Aegis Wealth Management, Inc. None of these individuals or firms provide investment advisory services.

Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Neither Allegiant Financial Services Group nor Aegis Wealth Management, Inc, is engaged in the practice of law or accounting.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

All investment and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.

Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. Insurance products are subject to fees and additional expenses.

Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.

**Source used for US Pre-Retirement Household statistics on home page are from McKinsey Retirement Readiness Survey April 2022.