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.
Helpful Content
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Saving for College 101
Here's a crash course on saving for college.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Surprises
Making the most of surprises is a great reason to work with us.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.