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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
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?