Our Wealth Advisors will work closely with you to ensure your long-term strategies are tailored to meet your personal goals.
AimWest specializes in assisting individuals, families, businesses and organizations to preserve, protect and transfer wealth through strategic insurance planning. We leverage the expertise of qualified professional advisers including attorneys and CPAs to accomplish the wealth transfer, business succession, tax and charitable planning goals of our clients.
We realize that planning is more than just presenting products and services but involves bringing together many tools and resources to design and implement solutions that will help you achieve your financial goals and objectives.
At AimWest we believe our primary responsibilities are:
- To listen attentively as you communicate with us
- To help define your true interests, needs, and aspirations
- To plan according to your goals and objectives
- To implement only the strategies you are comfortable with
- To keep you informed on your progress
- To continually find better, more effective ways to serve you
This is all part of the AimWest Client Experience (ACE) a process that continues throughout our relationship with you. At AimWest our desire is to establish relationships based on a "clients for life" platform. We believe our success will be demonstrated by the legacies we help build.