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.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Being healthy not only makes you feel good, it may also help you financially.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know how to set up your financial goals for success? This knight does.
Here is a quick history of the Federal Reserve and an overview of what it does.
How will you weather the ups and downs of the business cycle?
All about how missing the best market days (or the worst!) might affect your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.