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What We Do

Academic Investment Management provides a wide array of services for individuals and families including, but not limited to, the following:

 

   Retirement Planning


   Medicare Needs Analysis & Review


   Social Security Planning


   Financial Advising


   Life Insurance Planning


   Long Term Care Insurance


   Disability Income Protection


   College Planning


   Estate / Legacy Planning


   Annual Review (for existing clients)

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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