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
Why Fixed Indexed Annuities Are a Smart Choice for Retirement Planning
When planning for retirement, one of the greatest challenges is balancing growth potential with protection of principal. Many investors seek opportunities that allow for upside potential without exposing their hard-earned savings to the full risk of market volatility....
IRA Beneficiaries and Roth Conversions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My father passed away in November 2021. I became disabled in April 2022. Am I now an eligible designated beneficiary (EDB) that can use the stretch rule for distributions? I receive disability payments, so the SSA knows...
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