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.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Five strategies for managing your student debt.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Calculating your potential Social Security benefit is a three-step process.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
With alternative investments, it’s critical to sort through the complexity.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here are five facts about Social Security that might surprise you.
There are three things to consider before dipping into retirement savings to pay for college.