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Our Mission

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We sit down with you and discuss your needs and goals. We then create strategies that are tailored to those needs and goals. We understand that everyone cannot be put into the same box so we make sure your solutions and financial planning are unique to you and your family's needs and goals.

Our History

Keith started as a Life Insurance agent with MassMutual Financial Company in 1987. He spend his years with Mass learning the ins and outs of life insurance, annuities and investments. In 1995, he started his own business, Argo Benefits Company. As the business grew, more services were added and Keith became a Certified Financial Planner. Aegeus Financial Solutions does exactly what we say in our name. We create solutions for you to live your best life. Years of experience have prepared us to guide you through your life transitions.

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