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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
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.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
College Savings
See how much you may need to save now to cover future college costs for your child.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.