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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
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.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.