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
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.