To get where you are today, you had a plan.

TO GET WHERE YOU WANT TO BE TOMORROW, YOU NEED A NEW ONE.

Your Future Awaits

HAVE A PLAN TO GET “THERE”

A New

Financial Era

If you’re looking to achieve the financial success you’ve always imagined, we know how to set a course.

All About Your Goals

Save for an early retirement. Provide for your children’s education. Keep your treasured vacation house in the family for generations. Your goals are unique. We can show you how to make them a reality.

A New
Financial Era

If you’re looking to achieve the financial success you’ve always imagined, we know how to set a course.

All About Your Goals

Save for an early retirement. Provide for your children’s education. Keep your treasured vacation house in the family for generations. Your goals are unique. We can show you how to make them a reality.

Why

Sacrifice?

We don’t believe you have to give up quality in exchange for convenience. Our model allows you to have both.

OUR APPROACH

At A.I.D. Wealth Management, our advisors have the experience, credentials and commitment necessary to work with high net worth families, businesses and those individuals that financially may not be “there” yet, but want to work with those that are most qualified to get them “there”. A commitment we have been practicing for over 30 years.

Why Sacrifice?

We don’t believe you have to give up quality in exchange for convenience. Our model allows you to have both.

OUR APPROACH

At A.I.D. Wealth Management, our advisors have the experience, credentials and commitment necessary to work with high net worth families, businesses and those individuals that financially may not be “there” yet, but want to work with those that are most qualified to get them “there”. A commitment we have been practicing for over 30 years.

Guidance Aligned With You

TELL US YOUR FINANCIAL GOALS

My wife and I make a combined yearly income of $160,000 and want to retire with about the same amount without fear of outliving our savings.

(This is a hypothetical example for illustrative purposes only)

Between my business, real estate, and other assets, my advisors have estimated that my heirs will have to pay at least $5,000,000 in estate taxes to the IRS. We want to keep all of our assets in the family and eliminate the tax burden.

(This is a hypothetical example for illustrative purposes only)

I recently graduated from medical school with a fairly large student loan. I don’t have a lot of money now; however, I would love to find a financial planner that is willing to work and grow with me.

(This is a hypothetical example for illustrative purposes only)

WE’LL CUSTOMIZE A PLAN JUST FOR YOU

Guidance Aligned With You

TELL US YOUR FINANCIAL GOALS

Between my business, real estate, and other assets, my advisors have estimated that my heirs will have to pay at least $5,000,000 in estate taxes to the IRS. We want to keep all of our assets in the family and eliminate the tax burden.

My wife and I make a combined yearly income of $160,000 and want to retire with about the same amount without fear of outliving our savings.

I recently graduated from medical school with a fairly large student loan. I don’t have a lot of money now; however, I would love to find a financial planner that is willing to work and grow with me.

WE’LL CUSTOMIZE A PLAN JUST FOR YOU

Our Process is “Sound and Reliable”

We follow a systematic process to help you pursue your financial goals. Here’s how our process works.

IDENTIFY YOUR GOALS

We start by helping you prioritize what’s most important to you and your family.

GET ORGANIZED

Next, we provide you with your own personal financial website.

GENERATE GAP ANALYSIS

We compare where you are now to where you want to be in the future.

TAKE ACTION

We work with you to implement our recommendations, and stay with you every step of the way.

Our Process is

“Sound and Reliable”

We follow a systematic process to help you pursue your financial goals. Here’s how our process works.

IDENTIFY YOUR GOALS

We start by helping you prioritize what’s most important to you and your family.

GET ORGANIZED

Next, we provide you with your own personal financial website.

GENERATE GAP ANALYSIS

We compare where you are now to where you want to be in the future.

TAKE ACTION

We work with you to implement our recommendations, and stay with you every step of the way.

The A.I.D.

Difference

Qualfied Professionals

When you contact A.I.D. Wealth Management, you will work with a highly credentialed advisor. Our team’s ethical obligation to act in your best interest along with our knowledge and expertise of the industry, will guide the way towards your financial independence.

Objective Advice

At A.I.D, we are not focused on pushing specific products at the expense of your true needs and objectives; however, we believe in independence. Our model frees us from serving any agenda other than your financial success.

Personalized Attention

We understand that your success is the result of planning, determination and hard work. By personally assessing the financial challenges you face today, we follow a systematic process to help you pursue and achieve your future goals.

The A.I.D. Difference

QUALIFIED PROFESSIONALS

When you contact A.I.D. Wealth Management, you will work with a highly credentialed advisor. Our team’s ethical obligation to act in your best interest along with our knowledge and expertise of the industry, will guide the way towards your financial independence.

OBJECTIVE ADVICE

At A.I.D, we are not focused on pushing specific products at the expense of your true needs and objectives; however, we believe in independence. Our model frees us from serving any agenda other than your financial success.

PERSONALIZED ATTENTION

We understand that you’re success is the result of planning, determination, and hard work. By personally assessing the financial challenges you face today, we follow a systematic process to help you pursue and achieve your future goals.

Who (actually) needs financial planning?
We believe everyone.

Financial planning, by definition, is an ongoing process designed to help you and your family achieve your desired goals and objectives.

At A.I.D. Wealth Management, our focus is you. By understanding your entire life, not just the financial aspect of it, we help you transition to a life of long-term financial independence and success.

Who (actually) needs financial planning?
We believe everyone.

Financial planning, by definition, is an ongoing process designed to help you and your family acheive your desired goals and objectives.

At A.I.D. Wealth Management, our focus is you. By understanding your entire life, not just the financial aspect of it, we help you transition to a life of long-term financial independence and success.

GET IN TOUCH

At A.I.D. Wealth Management, we take pride in providing an unparalleled level of service to private clients, family offices, and businesses alike. We’d like to do the same for you.

2500 WESTON RD SUITE 213 WESTON, FL 33331

(888) 667-4750

INFO@AIDWEALTHMANAGEMENT.COM

START THE CONVERSATION

© 2017 A.I.D. Wealth Management, All rights reserved.

*Registered Representatives of INVEST Financial Corporation, member FINRA /SIPC. INVEST and affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with other entities named.
*This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein. INVEST does not offer tax or legal advice.

Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a brokerdealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST Financial Corporation’s Privacy Policy

SAVE THE DATE: Wed, September 27, 2017

 

If you are a Financial Advisor, Wealth Manager, 215 Insurance Advisor and/or a Registered Representative, you will want to see what we do, how we do it and what we are offering to qualified candidates. If you are interested in attending our Fall Sales and Educational Forum and learning how you can elevate yourself to the next level of your career, please provide us with your contact information below. Our office will then follow-up with you to confirm. Both breakfast and lunch will be served and there will no obligations or uninvited follow-up calls after the event. We look forward to meeting you soon.

 

Thanks! Our office will reach out to you shortly with some additional information.