Offices In

Windham, NH
Woburn, MA
ph: (617) 977-4028
fax: (516) 512-6117
e-mail: rparnigoni@aegiscap.com

Our Process

5 Step Planning Process...

1. Initial Meeting - Getting to Know You:

Discovery meeting to gather pertinent financial information from you to understand your current financial situation. Additionally, you’ll gain insight into Par Financial.

(45 – 60 minutes of client’s time is required)

2. Financial Analysis:

Preforming a comprehensive analysis to align with your financial objectives. Leveraging our wealth of expertise and available resources, we formulate a tailored plan.

(A few minutes may be required)

3. Presentation of Solutions:

We unveil our recommendations along with the rationale behind their formulation. We will educate and review the advantages of each option and associated cost and fees.

(45 – 60 minutes of client’s time is required)

4. Implementation:

With your decision to implement our plan, we structure and execute the strategy.

(No client time is required)

5. Ongoing Review:

We maintain consistent communication and regular meetings with our clients. Shifts in your financial situation or goals, adjustments may be necessary.

Contact including phone calls, emails, and meetings annually.

(45 – 60 minutes annually)

Discover How Richard Can Help You Pursue Your Financial Goals.

For a complimentary financial consultation, please submit your details
or call (617) 977-4028

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