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
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.