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.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Taking regular, periodic withdrawals during retirement can be quite problematic.
For many, retirement includes contributing their time and talents to an organization in need.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What can be learned from the savings rate?
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The market is as unpredictable as the weather. We’d love to help you prepare.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Even low inflation rates can pose a threat to investment returns.
That big list of dreams and goals isn't the only way to look at your bucket list.
Learn how to harness the power of compound interest for your investments.