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.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
The true cost of raising a child may be far more than you expect.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
In this article, explore the benefits of the Federal Student Grant Program.
Four vacation destinations you might never have thought of.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It's easy to let investments accumulate like old receipts in a junk drawer.
Pundits say a lot of things about the markets. Let's see if you can keep up.
An amusing and whimsical look at behavioral finance best practices for investors.
Make your retirement as exciting as your next vacation.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?