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.
Investment & Financial Services
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401K’s and Pensions
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412I Plans
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Annuities
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Asset Management
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Business Planning
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Business Continuation
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Buy-Sell Agreement Funding
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Disability Insurance
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Estate Preservation and Legacy Strategies
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Executive Bonus Arrangements
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Fee-Based Planning
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Fee-Based Portfolio Management and Brokerage Services
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Financial Planning
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Investing for College (529 Plans)
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Key Employee Insurance Plans
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Life Insurance ( Term, Universal, Variable, Whole)
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Portfolio Analysis and Evaluation
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Retirement Planning
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Roth and Traditional IRAs
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Stocks, Bonds, CD’s, Money Markets and Mutual Funds
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 Conscience 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.
