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retirement

is not a good plan

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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!

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Financial News and Tips from Attentive Investment Managers

11 September 2018
Charitable Contributions Using RMD’s
Charitable Contributions Using RMD’s
Taxes
With the new tax law changes from the 2017 Tax Cut & Jobs act, many Americans will be utilizing the increased standard deduction rather than itemizing. Those of you who are subject to the Required Minimum Distribution (RMD) rules can make distrib...
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28 August 2018
Designating Beneficiaries & Owning an Inherited Retirement Account
Designating Beneficiaries & Owning an Inherited Retirement Account
Finances
What happens to your Retirement account if you pass away? Retirement accounts offer an advantage in the way they can be passed to your beneficiaries without a costly Trust or extensive Probate of your estate. A beneficiary designation allows you to a...
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27 August 2018
Estate Planning
Estate Planning
Finances
What happens to all of the wealth you have accumulated after you pass away? That is Estate Planning—making a plan ahead of time to decide who will benefit from all you accumulated during your life. This concept has recently been highlighted by t...
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22 January 2018
DNR – A Life Choice
DNR – A Life Choice
Health
The California EMS Authority along with the California Medical Association and EMS providers in California developed a PreHospital Do Not Resuscitate DNR Form to instruct EMS to not provide resuscitative measure for patients having a heart attack. Th...
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14 January 2018
End of Life and Incompetency Planning
End of Life and Incompetency Planning
Health
There are several planning tools at our disposal to help clients handle the often times very unpleasant idea of what happens to both our finances and ourselves if something horrible should befall you. Ones of particular urgency are executing document...
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08 January 2018
High-Deductible Medical Plans
High-Deductible Medical Plans
Health
If you are in very good health, a high-deductible medical plan is an excellent way for you to cut your healthcare costs. Firstly, (and most obvious) it brings down your monthly premium. But, did you know that most of these plans can be coupled with ...
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