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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Five phases to changing unhealthy behaviors.
Protect yourself against the damage that your homeowners policy doesn’t cover.
A collection of tips from professional travelers.
It's important to make sure your retirement strategy anticipates health-care expenses.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Gaining a better understanding of municipal bonds makes more sense than ever.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
What is your plan for health care during retirement?
How will you weather the ups and downs of the business cycle?
A special needs trust helps care for a special needs child when you’re gone.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”