Our Philosophy

AIP Financial Services offers comprehensive financial advisory services to you, your family and your business. We assist pre-retirees and retirees by developing strategies designed to protect, preserve, and create wealth, while maximizing their income during retirement. Our estate planning services focus on maximizing the transferability of your assets and ensuring that your legacy is safe. All of our services are completely personalized and are based on your dreams, objectives, and values. 

While most financial service firms attempt to be all things to all people, we believe that our clients are best served by specialists with years of experience, focused in a particular niche, and an abiding commitment to the total customer experience.

At AIP Financial Services, we emphasize customer education and work hard to keep our clients updated and informed. Our planning process always begins the same way: by listening and learning about our clients, their families, and their dreams, goals, and vision for the future. We understand that no client is the same and we tailor our services and strategies to meet the unique needs of each client.

Once we understand our clients’ needs, objectives, and financial circumstances, we can begin to educate them about their options, alternatives and assist them in implementing strategies that will get them to where they want to go in life.