Retirement Plan Services

AIM consults with company executives and committees to provide Retirement Plan benefits to their owners and employees. Our services include plan design, investment management, and Fiduciary services. For plan participants we provide financial education through periodic seminars, on-boarding for new participants,  investment advice, and virtual assistance by appointment to help with their retirement allocations.

Our commitment to Retirement Plan clients helps them meet their Fiduciary responsibilities while providing their employees with tools and resources to meet their retirement goals. As an independent fee-only advisor with a commitment to transparency we act exclusively in the best interest of our clients and provide unbiased recommendations.