Broker Check

5030 Camino de la Siesta
Suite 406
San Diego, CA 92108

LinkedIn

Aim Financial

619-299-5870

 
Preparing For the Ultimate Vacation Don't Buy The Hype A New Way to Look at Your Bucket List Surprise! You’ve Got Money!


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 35 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

Helpful Content

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

 

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

View all videos arrow