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Support the life you share
Connect family income, education and everyday living with the resources to support them. We bring savings, benefits and life insurance together around your family’s goals.
Who we help · Private clients
Build a financial future around the people you love.
A comprehensive plan to help you support your family, enjoy retirement and shape the legacy you want to leave.
Your goals, your plan
Start with what you want to accomplish.
Your family’s financial plan should connect today’s spending with tomorrow’s goals: retirement, children’s futures, business interests and the legacy you want to leave. We consider your resources and responsibilities together to identify priorities.
AIM develops the plan and recommendations, then helps coordinate implementation. We work with wealth managers, accountants and estate attorneys where their expertise is needed, and can arrange insurance and annuities when they serve the plan.
Planning opportunities
Ways to move your goals forward.
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Shape your legacy
Plan for the people and causes you want to provide for. We coordinate life insurance with your estate advisors to help translate those intentions into funding.
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Enjoy your next chapter
Bring retirement income, personal interests and family plans into one conversation. We explore how your existing resources and annuity options can support that life.
Keeping the plan in view
Keep the plan connected as life changes.
Marriage, a growing family, a business milestone or retirement opens a new chapter in your financial life. We help your plan and coverage evolve with those milestones, building on the benefits already in place.
Together, we review funding, ownership and beneficiaries and explore opportunities to strengthen the fit with your goals. You receive a clear recommendation and help coordinating the next steps.
Our planning approachA few practical questions
Before we get started.
Can AIM develop my financial plan?
Yes. We offer comprehensive financial planning, develop recommendations and help coordinate implementation with your existing advisors or outside professionals where needed.
Can we build on coverage I already have?
Yes. We begin with existing benefits and explore how they support your current goals. If a change would help, we explain the options and their implications before you decide.
Can insurance support a charitable goal?
Yes. An existing policy or new coverage may support a future gift or help provide for heirs when other assets go to charity. We coordinate the insurance work with the charity and your advisors.
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.