Attentive

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We provide our clients with reliable and trustworthy financial advice, and we never charge a commission.

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This

for
retirement

is not a good plan

Confused?

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We offer personalized advice to our clients in-person, but we've also written a series of articles here on our website to help you demystify the lingo and get a handle on the basics of investing and finance.

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Fee-Only Financial Managers with a Fiduciary Responsiblity to our Clients

Learn how we can help you plan for the future

About Attentive Investment Managers

Attentive Investment Managers, Inc. is a fee-only independent Registered Investment Advisor located in Stockton, California. At AIM, we work with each client to create and manage their investment portfolio, while meeting their stated objectives for growth, income, and risk tolerance.

Whether you're a first-time investor wanting to take control of your financial future, or a seasoned investor with a large portfolio, we can help. Our experienced investment advisors can help you craft a plan and manage your portfolio, including 401k and Roth IRA accounts, educational savings accounts, SEP retirement programs, individual investment accounts and more.

Schedule a free, no-obligation consultation to find out if AIM is the best fit for you and your financial future!

Schedule a Consultation

Financial News and Tips from Attentive Investment Managers

08 April 2020
Financial Literacy
As you’ve learned throughout this master class, financial planning is as much about money as it is about articulating and prioritizing your goals. Your goals can be short-term or long-term, but understanding their role in the overall financial proces...
08 April 2020
Financial Literacy
As you approach retirement, you’ll want to think through your retirement income plan. Common retirement income strategies include:Drawing off the incomeAfter you’ve spent years saving for retirement and building your nest egg, you’ll want to find a b...
08 April 2020
Financial Literacy
What will happen to all your hard work after you pass away? Estate Planning is the process of making a plan ahead of time to decide who will benefit from all you accumulated during your life, and is one of the most important steps you can take to mak...
08 April 2020
Financial Literacy
Have you invested for retirement? Do you have extra cash flow? After you’ve built up a solid retirement base, here are some other strategies to consider:Individual or joint accountsGeneral investment accounts provide you with flexibility. Individual ...
08 April 2020
Financial Literacy
During your income-earning years, maximize your retirement plan contributions to build your nest egg and retirement savings:401(k)A 401(k) plan is a retirement savings plan sponsored by your employer, which allows you to save and invest part of your ...
08 April 2020
Financial Literacy
Your biggest wealth building tool is your income. If your debt payments leave you with nothing left over at the end of the month, it’s time to get serious about paying off your debt.Start with a financial inventory of your current assets (savings and...

State officials have issued a shelter-in-place order for residents amid novel coronavirus concerns. As such, we will be suspending services at our physical office. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

We request that any contribution checks be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.

TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.