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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Here are five facts about Social Security that are important to keep in mind.
An increasing number have been developed to help individuals with their personal finances.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
When considering life insurance, it's important to understand your options.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
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 decision whether to buy or rent a home may have long-term implications.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know these three personal finance sayings?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Here are five facts about Social Security that might surprise you.
What if instead of buying that vacation home, you invested the money?