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5030 Camino de la Siesta
San Diego, CA 92108

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Aim Financial

619-299-5870

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit


Financial Planning with Knowledge, Integrity & Trust

At AIM Financial Consulting Group, we believe in planning first. Dan Foster, AIF®, CFP®, the founder of AIM has over 33 years of experience serving the planning and investing needs of clients. Whether it is through financial planning or retirement planning, our commitment is to develop custom solutions based on our full understanding of each client's needs. We are not a typical financial services firm. Clients choose us because we are personally committed to helping them reach their goals and protect their wealth by providing solutions that quite simply, just make sense. 


Aim Financial Consulting Group, The BBB Business Review

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Budget Check Up: Tax Time Is the Right Time

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Where Will Your Retirement Money Come From?

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Determine your potential long-term care needs and how long your current assets might last.

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There are some smart strategies that may help you pursue your investment objectives

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What is your plan for health care during retirement?

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A special needs trust helps care for a special needs child when you’re gone.

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