651 West Port Royale Lane
Welcome to AIM Retirement Planning, LLC
Get Answers. Create a Plan.
As independent representatives, we have the ability to customize retirement planning solutions utilizing many industries and products that best suit each individual client.
Years of experience have prepared us to guide you through life's transitions.
After our complimentary analysis, you will have the independent financial planning information and tools necessary to make the decision that is best for you. We only want you as a client if it is truly in your best interest.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Whether you're facing retirement – or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.
Each client has a different version of what a comfortable retirement means to them. We truly listen and try to understand how we might be able to help achieve that vision.
We have temporarily (hopefully) suspended our seminar schedule to protect the safety of our community. We are looking at web-based options to provide a greater spread of accurate information during this time of uncertainty. Stay tuned, or you can reach out directly by calling: 480-535-2303
It is important to know who you might be working with and the qualifications that that person holds. This is a designation that not many planners have attained and it can be vitally important to a properly planned retirement.
What does our service cost?How do we get compensated?Are we a good fit for each other?What do the events cost?
Tune into "Mind Over Money” each Sunday at 10:30am on KKNT 960AM "The Patriot". On this show, Adam Rosendahl will seek to educate you on topics like income and tax planning, long term care and estate planning, as well as many other important financial and retirement issues.
The office is available for questions and can be reached at 480-535-2303. If you missed a show or would like to hear it again, click below to hear the latest podcast version.