AIP Financial Services

Enhancing Retirement for Michigan Families Since 1993

(866) 247-6663 • (248) 312-2652

2041 E. Square Lake Road, Suite 200
Troy, MI 48085

 

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

 

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Protecting Your Business from the Loss of a Key Person

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Help clients navigate their Social Security claiming decisions with our interactive roadmap.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.