Investor Services

Personal insurance planning at AIM focuses on how to develop a clear, unique strategy to protect your short and long-term financial goals. No one wants to consider how an accident or illness might disrupt their family’s financial stability. At AIM, we help ease this difficulty by providing

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have

Educational costs have been increasing at a rate greater than the general level of inflation for more than a decade. While we cannot control these increasing costs, we can more effectively save using the right type of savings plan. ​One of the most popular types of products are 529 Plans, which are

We work with our clients on an individual basis to learn how much risk you are willing to take in your investments, how long you plan to invest your money, and what you want to do with your money. We then design a portfolio to try to minimize the impact of fluctuations in the stock market, while

We all have questions about retirement and what that will mean for our family. When do I think I can retire? Can I meet that goal while maintaining my current lifestyle? How will the market impact my ability to realize that goal? How should my portfolio's assets be allocated? These questions and

Personal Insurance at Advantage Investment Management Having an adequate amount of insurance is not about leaving a large estate for your heirs. Rather, having insurance is about protecting your family in case of unforeseen events and protecting your estate from undue taxes. Protection planning