Dedicated to enhancing both your current and future way of life.WE HELP CREATE SOUND FINANCIAL
STRATEGIES FOR THE
DAYS AHEAD.
Our mission is to serve retirees by providing secure retirement strategies that fit our client's
goals and needs. Our primary focus is to help protect our client’s principal and earned
interest, while providing income that they can never outlive.
OUR SOLE FOCUS IS YOU!
We love helping our community make informed financial decisions about the days ahead.WHEN IT COMES TO YOUR FINANCIAL
FUTURE, KNOWLEDGE IS THE CRITICAL
FIRST STEP.
By keeping you updated on the latest financial news and media!WE ARE CONTINUOUSLY KEEPING
YOU IN THE FINANCIAL KNOW.

Welcome To AIM Safe Money Advisors Website

Financial Services

Our primary goal is keeping our clients’ money safe from volatile and risky investments.

Insurance Services

Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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AIM Safe Money Advisors Downloads

Educational Videos

Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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AIM SAFE MONEY ADVISORS BLOG

Nothing SIMPLE About It: 3 Different Catch-Up Limits for 2025

Ian Berger, JD IRA Analyst Here’s something you can only find in the Internal Revenue Code: Starting in 2025, there will be not one, not two, but three different catch-up limits for older SIMPLE IRA participants. Like IRAs and workplace plans like 401(k)s, SIMPLE IRAs...

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Tax-Free HSA Distributions

By Sarah Brenner, JD Director of Retirement Education   Health Savings Accounts (HSAs) continue to become more popular. If you have a qualifying high deductible health plan, you may make deductible contributions to an HSA. Then, you can take tax-free...

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“Conquering the Enemies of Wealth”

4 Video DVD With Complementary Consultation Now…While Supply Lasts