FINANCIAL SERVICES

OUR SERVICES

We have a full suite of services to help you down your financial path including but not limited to:

Lifetime Income Planning, Traditional IRA, Roth IRA, 401k and 403b Investments, and Fixed Annuities.

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Investment & Financial Services

  • 401K’s and Pensions

  • 412I Plans

  • Annuities

  • Asset Management

  • Business Planning

  • Business Continuation

  • Buy-Sell Agreement Funding

  • Disability Insurance

  • Estate Preservation and Legacy Strategies

  • Executive Bonus Arrangements

  • Fee-Based Planning

  • Fee-Based Portfolio Management and Brokerage Services

  • Financial Planning

  • Investing for College (529 Plans)

  • Key Employee Insurance Plans

  • Life Insurance ( Term, Universal, Variable, Whole)

  • Portfolio Analysis and Evaluation

  • Retirement Planning

  • Roth and Traditional IRAs

  • Stocks, Bonds, CD’s, Money Markets and Mutual Funds

 

Reverse Mortgage

A reverse mortgage is a mortgage loan, usually secured by a residential property, that enables the borrower to access the unencumbered value of the property. The loans are typically promoted to older homeowners and typically do not require monthly mortgage payments.

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Life Settlements

A life settlement is the legal sale of an existing life insurance policy for more than its cash surrender value, but less than its net death benefit, to a third-party investor. The investor assumes the financial responsibility for ongoing premiums and receives the death benefit when the insured dies.

 

Retirement Planning

Retirement Planning is not a one size fits all process.

Whether you plan to retire or not, one thing is certain....you’ll need money, and not just a lump sum of money, but a continuous flow of money that will last a lifetime. At Aiken & Associates Wealth Management, we help you establish a plan that if followed, will help ensure you don't outlive your money.

 

Alternative Investments

Alternative investments cover a broad swath of investing options.  Alternative investments are not traded on structured public markets like the Dow Jones or NASDAQ. Rather, they are traded either privately or through loose, informal networks of like-minded investors.

 

Tax Conscious Investment Planning

Taxes shouldn't be the primary driver of your investment. Investing tax-efficiently doesn't have to be complicated, but it does take some planning, better tax awareness does have the potential to improve your after-tax returns.

 

Let's take the next step together

We welcome you to experience the Aiken & Associates difference yourself. Contact us today to set up a meeting.