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.
CONTACT AIM SAFE MONEY ADVISORS
AIM SAFE MONEY ADVISORS BLOG
The Pro-Rata Rule and the Still-Working Exception: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I just wanted to verify that a 403(b) plan is not subject to the pro-rata rule when doing a Roth IRA conversion. Can you please let me know if this is correct? Thanks! Lynn ANSWER: Lynn, You are correct. When doing a Roth...
Why Financial Confidence Starts With a Plan, Not a Product
Retirement isn't built on luck—it’s built on preparation. While investment performance, insurance coverage, and market conditions all play important roles, one factor often has the greatest impact on long-term success: having a comprehensive financial plan. Whether...
GET YOUR FREE COPY NOW!!!
