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We walk through the Strategy Visit inside the AIM retirement system and show how clients move from anxiety to clarity with stable income, smarter taxes, and a plan they can trust. From Social Security timing to Roth conversions and onboarding, every step serves a simple aim: retire with confidence.

• revisiting goals from the connection visit
• building income stability with mailbox money
• reducing sequence risk and market reliance
• optimizing Social Security timing and survivor benefits
• executing Roth conversions for lifetime tax savings
• highlighting tradeoffs across big-ticket goals
• deciding to move forward and onboarding steps
• consolidations, rollovers, paperwork and communication
• wrap-up visit with beneficiaries and POA
• ongoing reviews, tax prep, reminders and proactive outreach

Go to aimassessment.com. Answer eight questions to start. It took me 59 seconds

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