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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
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.