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."