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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