Trusted. Personalized. Experienced.
AIP Financial Services is an independent Retirement and Estate Planning firm specializing in the areas of wealth management and preservation, asset protection, tax reduction and wealth transfer and distribution. We are specialists that focus on meeting the special needs of pre-retirees and retirees, helping to solve their financial problems and find opportunities in challenging markets. We are proud of our independence and our commitment to putting our clients’ dreams and values first in everything we do.
Our mission is complex and cumbersome, yet so simple and clear - to manage, protect, preserve and maximize our clients assets, incomes and wealth using the most up to date and revolutionary products, tools, designs and strategies with an unprecedented level of expertise, service and attention.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
How long does a $20 bill last?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
When should you take your Social Security benefit?
Estate conservation is too important to put off. Do you have a smart exit strategy?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Around the country, attitudes about retirement are shifting.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What does your home really cost?