The AIM Retirement System provides a comprehensive, team-based approach to retirement planning that typically takes two months to implement and features nearly 20 planning components designed to maximize retirement success.
• Process begins with a Connection Visit focused on understanding personal goals and retirement dreams
• Team approach includes specialists in tax planning, investment management, and financial advising
• Four main goals: maximize chances of retirement success, increase income stability, apply advanced tax strategies, maximize multi-generational wealth
• Initial meetings deliberately focus on personal information rather than financial details
• Most clients begin skeptical but grow comfortable as they progress through the system
• Multiple contact methods available: aimassessment.com, retire15.com, or through the website
• Virtual planning meetings are increasingly common and often more efficient than in-person meetings
• Connection Visit typically lasts 90 minutes with minimal pressure to proceed
• Information gathering between visits includes collecting tax returns, investment statements, and other financial documents
Ready to see if the AIM Retirement System might be right for you? Visit aimassessment.com to schedule a complimentary one-on-one visit and learn more about how we can help you prepare for the most treacherous part of your financial life.
We love hearing from you!! Record your retirement questions anytime at www.RetirementForLife.com
Investment ad...
