Broker Check

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."

Learn more