Why A.I.M. Financial Group?

Our vision is to help every one of our clients achieve their financial goals through our expertise, knowledge and resources.

In 2004, A.I.M. Financial Group was founded to provide independent financial counsel based on years of experience and technical expertise so you and your family can have financial peace of mind. Currently, we have helped over 100 clients and their families.

We want to give our clients the best alternative in handling their finances than their usual banks and brokerage houses. Our clients have a one on one relationship with us and we do our utmost ability to serve our clients in their best interest. Unlike banks and brokerage houses, we have no proprietary products to “sell” to our clients.

Our services include comprehensive financial and estate planning; investment analysis and management; complete tax preparation and business services for individuals and organizations; fiduciary discharge and retirement plan services for 401k and 403b plan sponsors; and charitable giving strategic development.

Many important events and people compete for your time. Let our financial planning, tax and investment professionals help you with your financial concerns so that your time is freed up for other key matters including your family or your profession.