Re-release: Ready for Retirement - The AIM System - Part 1

About this episode

The episode discusses the AIM Retirement System, a comprehensive approach to retirement planning.

The AIM Retirement System provides a comprehensive, team-based approach to retirement planning that typically takes two months to implement and features nearly 20 planning components designed to maximize retirement success. • Process begins with a Connection Visit focused on understanding personal goals and retirement dreams • Team approach includes specialists in tax planning, investment management, and financial advising • Four main goals: maximize chances of retirement success, increase i...

People in this episode

Host: Christian Cyr

Topics covered

• retirement planning
• financial advising
• investment management
• tax planning
• retirement success

Keywords

• retirement
• planning
• financial goals
• investment
• tax strategy
• success

Mentioned in this episode

Organizations: AIM Retirement System

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