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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
These food myths will really put a drain on your wallet.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
For many, retirement includes contributing their time and talents to an organization in need.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here are five facts about Social Security that might surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.