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Provide for your family
Translate professional success into a plan for the people you care about, with protection shaped around your family’s ambitions.
Who we help · Sports & Entertainment Professionals
Make today’s success part of a lasting financial future.
Financial planning for the life you want to build during your career and beyond it.
Your goals, your plan
Start with what you want to accomplish.
Your talent and achievements can open doors for you and the people you care about. A comprehensive financial plan helps turn that opportunity into family security, future income and a lasting legacy, with funding that reflects the rhythm of your career.
AIM offers comprehensive financial planning around these priorities. We develop recommendations, then coordinate with wealth managers, accountants and estate attorneys to implement the relevant parts of the plan. Where you need additional expertise, we can help identify an outside advisor.
Planning opportunities
Ways to move your goals forward.
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Match the rhythm of your career
Develop a funding approach that reflects contracts, projects and other income sources, connecting today’s opportunities with long-term goals.
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Create a future beyond work
Explore retirement income options and accessible savings to support the experiences and interests you want to pursue.
Keeping the plan in view
Coordinate the decisions with the people advising you.
We bring business managers, wealth advisors, accountants and attorneys into a coordinated planning conversation. Each professional contributes to a plan that reflects your career, family and ambitions.
Our team organizes carrier inquiries and implementation around your circumstances, keeping you and your advisors informed as the work moves forward.
Our planning approachA few practical questions
Before we get started.
Can you develop the financial plan as well?
Yes. We can build a comprehensive plan, develop recommendations and coordinate implementation with your advisory team. If a particular area needs outside expertise, we can help identify the appropriate professional.
How can the plan grow with me?
We revisit your goals at family, career and business milestones, building on what is already in place and identifying opportunities for the next chapter. We coordinate recommendations with the advisors you want involved.
Explore more
Let’s move your financial goals forward.
Tell us what you want to accomplish. We’ll help you build the plan and coordinate the next steps.
Important considerations
Occupation, travel and activities may affect underwriting. Life insurance and annuities do not replace disability or career-ending injury coverage. Product terms, costs and suitability require individual review.