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.
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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
Can My Terminally-Ill Client Qualify For a Penalty-Free IRA Withdrawal?: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst QUESTION: I have a client who is age 52 and is being placed on hospice due to his battle with cancer. I understand that there is a provision in the SECURE 2.0 Act that allows individuals to withdraw from their IRAs prematurely without the...
The Retirement Paycheck Problem: You’ve Saved for 30 Years. Now What?
For decades, you worked for your paycheck. In retirement, your money needs to start working for you. But will it be ready? Think about the last 30 or 40 years of your life. You got up, went to work, paid the bills, raised a family, and hopefully set aside money for...
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