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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
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Retirement Redefined
Around the country, attitudes about retirement are shifting.