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.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
What’s the deal with your yearly free credit report?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Even if you’re young and single, you should still consider protecting yourself.
Healthy habits are one of the greatest gifts to give your child.
The federal government requires deceased individuals to file a final income tax return.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Bucket lists don’t have to be for tomorrow.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What does your home really cost?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
How does your ideal retirement differ from reality, and what can we do to better align the two?
$1 million in a diversified portfolio could help finance part of your retirement.