At Advantage Investment Management (“AIM”), we are here to assist you beyond simply choosing the right investment vehicles. Your road to retirement doesn’t stop at managing your assets. Our advisors are experienced in providing clients with additional resources, such as 401(k) rollover and retirement plan assistance. We are here to advise you on what your rollover options are when dealing with your typical 401(k) and IRA accounts. We seek out any opportunities that will help you simplify your financial life and consolidate when needed.
When it comes to retirement planning, the possibilities are endless. We know that choosing the correct roads to take can be overwhelming. We are here to help you make sense of it all.