MEMBER FIRMS

Who We Serve

Individuals

Your wealth is more than your money. We bring the qualitative and quantitative aspects of your wealth together for a common purpose.

Your Financial Future

We’ll Help You Get “There”

Your wealth has a history and there is more to wealth management than simply compounding dollars. Our approach to planning and managing wealth is based on your goals and aspirations.

We begin by exploring your story to understand your individual needs and expectations. We meet with you to gain a sense of who you are and where you’d like to go in the next chapter of your life – and then we help you get “there”.

Underpinning The A.I.D. Group’s relationship with you is our expertise. We research industry trends and best-practices to create strategies that are completely aligned with your objectives.

Proper Guidance & Advice

We Consider Everything

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Current Financial Investments

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cASH fLOW POSITION

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MORTGAGES & LINES OF CREDIT

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INSURANCE COVERAGE

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REAL ESTATE - PERSONAL & COMMERCIAL

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TAX EXPOSURE

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RETIREMENT PLANS & PENSION ASSETS

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ESTATE PLANNING DOCUMENTS

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BUSINESS INVESTMENTS

We appreciate that your story is unique and we believe your financial strategy must reflect what matters most to you. Our decisions and the advice we offer are free of any conflict – your best interest is our fiduciary standard. We take the long-term view, and we constantly monitor our strategy allowing your wealth to prosper as your narrative continues.

Get In Touch

2101 NW Corporate Blvd, Suite 211
Boca Raton, FL 33431
888.667.4750
info@theaidgrp.com

Securities and Investment Advisory Services offered through A.G.P. / Alliance Global Partners, Member of FINRA | SIPC, a Registered Investment Adviser. Neither A.G.P nor any of its affiliates provide legal, tax or accounting advice.

Investing always involves risk; no investment is protected against loss. Past performance does not indicate future results. Diversification does not ensure a profit or protect against declining markets. Consider your investment objectives before investing.

The A.I.D. Group is not a registered broker-dealer. The A.I.D. Group and AGP are independent and not affiliated entities.

Check the background of our investment professionals on FINRA's BrokerCheck

Business Continuity Planning Summary & Disclosure

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The CLU® and ChFC(R) marks are the property of The American College, which reserves sole rights to its use, and is used by permission.