About AIM

ARNER INVESTMENT MANAGEMENT

Having your plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you.

 

Don't let financial planning be a daunting task. We offer fully customized services drawn on years of experience by trained, licensed professionals, to create a long-term strategy.  Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we have the knowledge, experience and tools to help you.

Having a plan can help you answer important questions like:

  • How much should I put it my 401K?
  • How will I pay for college?
  • How long will my retirement savings last?
  • When should I begin taking Social Security?
  • Will I be able to survive volatile market cycles?

AIM will regularly monitor it with you, once your plan is in place, making any necessary changes as needed.  Knowing where you're at and where you are going will help you tune out any financial noise in the media that can sometimes knock you off course.

 

OUR CLIENT PROMISE

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?

 

At Arner Investment Mangement we fully understand the most important aspect of our business.

It's our clients.

That's why we daily honor the trust they put in us by making these commitments to them:

  • We will always put the best interest of the client first
  • We will always act in a professional and courteous manner
  • All phone calls will be promptly returned
  • We will operate with transparency in regards to all costs and fees incurred by clients
  • Clients  will be contacted regularly through various means.  Face to face reviews will be offered multiple times each year
  • All client information will remain confidential

The greatest compliment we receive is when our clients recommend us to their family, friends, and associates.  We feel it's the most gratifying way to grow our business.

 

"Don't wonder about your financial future.  Instead, let us help you plan to meet it head on."

 Arner Investment Management.  In touch, on target.