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Connect planning with wealth advice
Bring the client’s goals, income priorities and time horizons into the investment conversation. We share planning recommendations for the wealth manager to evaluate and implement.
Who we help · Professional advisors
Help clients turn a clear plan into meaningful progress.
Comprehensive financial planning and coordinated recommendations to support the work of wealth managers, accountants and estate attorneys.
Your goals, your plan
Start with what you want to accomplish.
AIM can develop a comprehensive financial plan or contribute to work already underway with a client’s advisors. We connect the client’s goals and resources, identify priorities and develop recommendations across the financial picture.
With the client’s authorization, we bring those recommendations to the relevant professionals. We work with wealth managers on investment implementation, accountants on tax considerations and estate attorneys on legal arrangements, while keeping the overall plan in view.
Planning opportunities
Ways to move your goals forward.
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Coordinate with tax expertise
Give the accountant a clear view of the proposed plan, timing and funding. Their analysis helps connect recommendations with the client’s tax circumstances.
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Put legacy intentions into action
Help estate counsel translate family priorities into legal arrangements with a coordinated funding plan. We keep the planning objectives clear throughout implementation.
Keeping the plan in view
Clear recommendations. Agreed responsibilities.
A useful plan identifies what needs to happen and who will handle it. We discuss responsibilities with the client and advisory team, coordinate the handoffs and revisit decisions as circumstances change.
AIM can also arrange recommended insurance and annuities. Your wealth manager, accountant and estate attorney contribute their investment, tax and legal expertise as we coordinate the next steps together.
Our planning approachA few practical questions
Before we get started.
Can you work within an existing advisory relationship?
Yes. We agree on scope and communication with the client and the team. Our role can range from comprehensive planning to a specific planning or insurance question.
Can AIM help when the client does not have every advisor in place?
Yes. We can help identify outside professionals where needed and explain the recommendations they would help implement.
Can you also arrange recommended insurance?
Yes. AIM arranges life insurance and annuities, including PPLI and PPVA for eligible clients. We help carry the recommendation through design, underwriting, placement and service.
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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.