STRATEGIES FOR THE
DAYS AHEAD.
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.
FUTURE, KNOWLEDGE IS THE CRITICAL
FIRST STEP.
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.
Downloads
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
Could Your Financial Plan Handle a Bad Month?
The water heater goes out on Monday. On Friday, your employer announces a cut in hours. Neither event was on your calendar, but both land in the same budget. In that moment, a financial plan has a practical job. It needs to tell you which bills come first, where the...
Qualified Charitable Distributions: Today’s Slott Report mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I make a qualified charitable donation (QCD) to my local church on a monthly basis. I know that the receiving charitable organization must provide me with a written confirmation that no favors were given in return for my...
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