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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Here are 4 great, and sometimes unexpected, places to raise a family.
Here are five facts about Social Security that are important to keep in mind.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Calculating your potential Social Security benefit is a three-step process.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
What are your options for investing in emerging markets?
Understanding the cycle of investing may help you avoid easy pitfalls.
What does your home really cost?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here’s a quick guide to checking to see if you have unclaimed money.
Smart investors take the time to separate emotion from fact.