01
Build the financial picture
We discuss what you want to accomplish, review your resources and commitments, and identify the assumptions and decisions that matter to the plan.
Our firm · Our approach
Bring your goals into focus. Put your plan into motion.
Comprehensive financial planning, clear recommendations and coordinated support to help you take the next step.
Your goals, your plan
Start with what you want to accomplish.
AIM Legacies offers comprehensive financial planning built around your goals, resources and responsibilities. We consider cash flow, retirement, protection, business interests and legacy priorities together, rather than starting with a financial product.
We develop recommendations and help you identify the next steps. Where implementation calls for outside expertise, we coordinate with your wealth manager, accountant or estate attorney. If you need an advisor in one of those areas, we can help identify an appropriate professional.
Planning opportunities
Ways to move your goals forward.
02
Develop your recommendations
Explore the approaches that can support your ambitions. We turn that discussion into clear recommendations, priorities and next steps.
03
Coordinate implementation
With your authorization, we share recommendations with the relevant advisors and work through the next steps together. Wealth managers handle agreed investment implementation, accountants address tax matters, and estate attorneys prepare the legal arrangements.
Keeping the plan in view
Keep the plan moving after the recommendations are made.
We help coordinate the work across your advisory team and revisit the plan as your circumstances change. Where insurance or annuities are part of the recommendations, AIM can also arrange and service those contracts.
You can work with the advisors you already trust. When additional expertise is needed, we can help you connect with outside professionals and clarify who will handle each part of implementation.
Discuss your prioritiesA few practical questions
Before we get started.
Do I need a financial plan before I come to AIM?
No. We offer comprehensive financial planning and can start with your goals and current circumstances. If you already have a plan, we can review it and agree on where our work would be useful.
Do I need to change my existing advisors?
No. We can work with your wealth manager, accountant and estate attorney. With your authorization, we share recommendations and coordinate the work needed to implement the plan.
What if I need an outside advisor?
We can help identify an appropriate professional when investment, tax or estate implementation calls for additional expertise. We discuss the role and next steps with you before coordinating the engagement.
Does AIM provide tax or legal advice?
We consider tax and estate objectives within the financial plan and make planning recommendations for discussion with your advisors. Accountants provide tax advice, and estate attorneys provide legal advice and prepare documents.
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.