Fee Based Services

Strategic Fee-Based Planning

AIM provides a variety of financial planning and consultation services to individuals, families and other Clients regarding the management of their financial resources based upon an analysis of the Client’s current situation, goals, and objectives.

View the attached copy of our agreement

The following services will be provided as part of this Agreement:

Business Financial Planning
Cash Flow Analysis
Charitable Planning
Education Planning

Estate Planning
Housing planning
Insurance Analysis
Investment Planning
Medicaid Eligibility

Personal Financial Planning
Personal Tax Planning
Real Estate Analysis
Real Estate Planning
Retirement Planning

Planning FAQ’s

As we age there are serious questions we have to start asking ourselves and our families.

When Do I Start Planning?

It is never too early and at the same time never too late. When issues are thought about, plans should be made. As an advisor its our job to get you to think about the issues we all face in our retirement years. Let us help you make plans.

What’s The Difference Between Medicare And Medicaid?

Medicare is health insurance for all people over the age of 65. Medicaid is for the impoverished. Clients with proper legal advice can plan to eventually qualify for Medicaid assistance. Contact us for information on Medicaid Planning.

When Do Need To Apply For Medicare?

You need to apply generally within a nine month window of your 65th birthday or face penalties. There are exceptions so call to find out if they apply.

When Should I Take Social Security At Age 62, 67, Or 70?

The answer is individualized to each person’s own situation. We can help you make the decision taking advantage of every strategy available to maximize lifetime benefits or meet current income needs.

Do I Need A Long-Term Care Plan?

The statistics say yes, We all know families who are affected by the need to arrange care for a parent if not for a spouse. Having a plan in place can help reduce both the emotional and financial burdens care placed on families. There are new options that can meet needs both now and in the future.

How Much Money Do I Need To Be Able To Retire?

Not an easy question, it depends on many factors and future assumptions. We conduct a thorough interview and analysis incorporating future income, expenses, resources as well as your plans. It’s a financial plan that we develop with you.