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Joseph Alfonso, CFP®, ChFC, EA, RICP
Aegis Financial Advisory, LLC

By filling out this Discovery client profile, you are providing the data that you enter to Aegis Financial Advisory, a Fee-Only financial planning firm. As a matter of practice, our firm does not sell or share your information with any third parties. We will use the information to respond to you and provide you with a view of your financial condition. If you have any questions, please contact Aegis Financial Advisory directly.