Executives & Senior Leaders | Insurance & Financial Planning

Your goals, your plan

Start with what you want to accomplish.

Your career brings opportunities to build wealth, support your family and shape the next stage of life. We help bring compensation, employer benefits and personal assets into a financial plan that reflects those ambitions.

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.

Build on your benefits

Bring employer benefits and personal resources into a coordinated plan. We help you understand your options as your career develops.

Make your goals personal

Connect compensation and life insurance with the education, family and legacy priorities that matter to you.

Look ahead to retirement

Explore how pensions, investments, savings and annuity income can support the next stage of your life.

A father and daughter building a model together at home.

Keeping the plan in view

Make room for the next stage of your career.

Stock awards, deferred compensation and personal savings can each play a role in the future you are building. We coordinate timing and access with your family’s income and protection goals.

With your authorization, we work with your benefits team and outside advisors to help make career transitions part of a coordinated financial plan.

Our planning approach

A 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.