Retirement For Life
Retirement For Life
Christian Cyr, CPA, CFP®
Re-release: Ready for Retirement - The AIM System - Part 1
24 minutes Posted Oct 3, 2025 at 1:00 pm.
Introduction to the AIM Retirement System
Four Goals of Retirement Planning
The Team Approach Advantage
Entering the AIM Retirement System
The Connection Visit Experience
Information Gathering Phase
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Show notes
The AIM Retirement System provides a comprehensive, team-based approach to retirement planning that typically takes two months to implement and features nearly 20 planning components designed to maximize retirement success. • Process begins with a Connection Visit focused on understanding personal goals and retirement dreams • Team approach includes specialists in tax planning, investment management, and financial advising • Four main goals: maximize chances of retirement success, increase i...