Thank you for visiting Academic Investment Management (or AIM). We hope you explore our website thoroughly and that you will see something that will lead you to ask a question, call our office for more information, or access my calendar to schedule an appointment. Please be sure to visit the Resource Center where you will find a wealth of information and educational material that covers an array of topics.
We welcome the opportunity to work with you to develop a Retirement Plan. The Retirement Plan that you walk away with will be a living document, which means that we can and will make changes to the plan as your situation changes. And we all know that the only thing that is constant in life is change. We also earn a small commission on some of the financial products that we sell.
Because we are not affiliated with any other financial entity, we are able to offer customized, unbiased, and diversified solutions tailored to our clients’ needs.
INDIVIDUALS & FAMILIES
We will discuss your financial goals and then we will work together to determine a plan of action to help you work towards getting you there based on where you are now, and the level of risk with which you are comfortable. We will then outline the fees involved with implementing that plan.
After we agree on the specific strategy to work towards achieving your financial goals, we will discuss and compare financial vehicles and products that are best suited to implement that strategy. Preparing for or living in retirement often can be a stressful and uncertain time. Our ultimate mission is to enable our clients to retire with confidence.
Included in your Retirement Plan will be a legacy component that will outline the transfer of your financial estate to your heirs in a manner that saves time, reduces costs, minimizes taxes and maximizes the size of the financial estate that you ultimately pass on to the family members and/or charities of your choice.
EDUCATIONAL PRESENTATIONS & WEBINARS
Finally, we ask that you consider attending one of my virtual educational presentations. You can find out the details on this website, but the best way to get the latest information is to call our office. Please take a look at our upcoming schedule (dates pending).
Once you've spent some time learning about AIM and what we do, I would love for you to contact me so we can work towards developing and putting into action a comprehensive plan that is customized to your unique situation, circumstances, goals and desires.
I look forward to hearing from you soon.