AIM Retirement System™
Are You Ready for a 30+ Year Retirement?
Given today’s expectations for rising longevity, medical advances, and healthier lifestyles, it’s not unrealistic to think about being retired for 30 years or longer (one or both spouses).
Typically, our clients have diligently saved for the future. They’re in search of something beyond the mere assurance of “I’ll be okay”. Instead, they are actively pursuing planning strategies designed to:
- Maximize the chances of retirement success.
- Prioritize a safety-first approach by prioritizing income stability.
- Minimize Tax Liabilities.
- Enhance multi-generational wealth
Our proprietary AIM Retirement System™ process puts you in control of your retirement journey. It’s a straightforward approach to help you feel confident about your retirement.
Here’s how it works:
- Assess: We start by understanding your current financial situation, timelines, and goals.
- Implement: We create a customized financial “roadmap” that addresses your unique concerns, needs, and goals.
- Monitor: We regularly check in to ensure your plan is still on track and working for you, especially if recent significant life events have impacted your finances.
Download our AIM Retirement System Brochure to learn more about the process and how it works.
Do you worry about your ability to sustain a 30-plus-year retirement? It’s normal to have long-term financial questions and/or concerns. Our AIM Retirement System™ helps you sort through these questions so you can sleep better at night.
- Have I saved enough to retire without changing my lifestyle?
- When should I start taking Social Security benefits now or later
- What will my tax bracket be after I retire?
- How can I secure more guaranteed lifetime income to reduce my reliance on the volatile stock market?
Having a team of experienced retirement and tax planning pros on your side can mean the difference between a comfortable retirement and making tough choices later: reduced standard of living, deferred retirement date, or part-time employment. None of these choices are desirable, but they may be necessary if the assets don’t exist to produce retirement income.
Ready to take your retirement plan to the next level?
If you are nearing retirement or have recently retired, take our complimentary AIM retirement assessment to see where you may be vulnerable.