Owner
CurrentAt Aegis Financial Partners, our main service is to provide you an objective and comprehensive fee-based financial life plan. We use a proven defined process to produce a customized financial life plan written specifically for the client. The process begins with the collection of all of the necessary data about you, your objectives and your values. We then take that data, analyze it and produce a customized plan, which has specific findings and recommendations regarding your current situation and what needs to be done for you toward reaching your goals. In addition, when appropriate we will discuss all the alternative strategies that can be used to implement your plan.Michael Tuz has worked extensively in the financial services industry for over 30 years. He holds the Charter Financial Consultant (ChFC®) and Certified Fund Specialist (CFS) designations. Michael earned his Masters in Business Administration from California State University, Fullerton and his Bachelors of Science Degree in Accounting from California State University, Long Beach.Mike Tuz is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services through Lincoln Financial Advisors, a broker/dealer (member SIPC) and a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. CA Insurance License #0705930. Mike Tuz is securities licensed in AZ, CA, CO, NV, VA, and WA. Aegis Financial Partners is a marketing name for registerd representatives of Lincoln Financial Advisors Corp. CRN-3464634-022321.
