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
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
View all articles 
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
View all calculators
Rightsizing for Retirement
What does your home really cost?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.