Broker Check

What We Do

Academic Investment Management provides a wide array of services for:

  • Individuals & Families

  • Professionals & Businesses

These services include, but are not limited to, the following:

  •    College Funding Programs

  •    Insurance Planning

  •    Retirement Planning

  •    Long Term Care Insurance

  •    Non-Qualified Deferred Compensation Programs

  •    Disability Income Protection

  •    Key-Person Loss Indemnification

  •    Buy & Sell Funding Plans

  •    Executive Salary Continuation Programs

Create a retirement plan to achieve your goals

"Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there."

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