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AIM Legacies · Financial Planning

A financial plan for the life you want to build.

Comprehensive financial planning, clear recommendations and the right advisors to help put your plan into action.

Your financial picture

The whole plan. The next steps.

AIM Legacies offers comprehensive financial planning that connects your goals, cash flow, retirement, business interests and legacy priorities. We help you understand the full picture and develop recommendations for what comes next.

With your authorization, we bring those recommendations to wealth managers, accountants and estate attorneys to implement the relevant parts of the plan. We work with advisors you already trust and can help identify outside professionals when additional expertise is needed.

Planning priorities

Put your resources behind what matters to you.

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Support your family

Consider income, future expenses and the people who depend on your financial plan.

Personal planning

Business owners discussing plans in their workshop.

Provide for continuity

Connect business protection, ownership obligations and future gifts to a workable funding approach.

Organization & trust planning

Two professional advisors reviewing a document together.

Coordinate the decisions

Bring insurance expertise into the financial, legal and tax advice already guiding the plan.

Planning with advisors

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For advisory firms

Help clients follow through on their plans.

We develop planning recommendations and work with wealth managers, accountants and estate attorneys to turn them into action. For firms that also need insurance implementation support, our outsourced desk handles comparisons, underwriting, placement and service.

We agree on responsibilities and communication upfront, so the insurance work stays connected to the client’s broader advice.

Support for your planning process

Our services

Explore the possibilities for your plan.

Financial planning

Bring family goals, retirement, business interests and legacy priorities together, with clear recommendations and coordinated implementation. Explore comprehensive planning

Retirement income planning

Build a retirement income approach around the life you want to enjoy, with annuities considered alongside your other resources. Explore annuity planning

Private placement planning

Explore how PPLI and PPVA may support eligible clients’ long-term goals, with coordinated advice on structure, funding and suitability. Explore PPLI & PPVA

Who we help

Find the conversation that fits.

What would you like your financial future to make possible?

Start with your goals. We’ll help develop the plan, recommendations and next steps.