A & I Financial Services, LLC

Optimizing Assets and Income

A & I Financial Services LLC helps families and business owners grow their wealth, protect their hard work and choose how they want to be taxed.

Headquartered in Englewood, Colorado, A & I Financial Services LLC was founded in 1986. Our team of advisors has a long history of helping our clients optimize their assets and income. We believe in careful planning, sound advice, and an array of alternative investments. 

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 Upcoming Events

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Our Periscope Newsletter

This week, let's look at Europe in Part 2 of our 3 Part Economic Perspective.  We'll continue with the big picture of things we see shaping the direction of our investments in 2012. Again, we'll lean heavily on our economic research teams. For a more complete analysis, contact your advisor!  ...... .. Click here  to read the full newsletter.

 

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Recent Media Appearances 

 

  • Karl Frank was interviewed by 9News on January 9, 2012 regarding "Key Questions to ask when picking a financial advisor". 

 

 

  • Karl Frank was interviewed by 9News on October 26, 2011 regarding help for student-loan borrowers ..... ..  

 

Go to  "A&I In the News" to access more articles and videos.

Click on "Get a Second Opinion" to find out more about our firm

 


 A & I In the Community 

A & I Financial Services is proud to have helped spearhead Denver's Financial Planning Day for two years running.  At this event, Certified Financial Planners and other community partners provided pro bono financial advice to the public.

The Financial Planning Association held the event at Denver's North High School on October 22, 2011.  View Fox 31 News Video.

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Learn More

The first visit with one of our advisors is always free. Go to "Our Team" to search for an advisor. 

Questions to Ask a Financial Advisor.

Thank you for your interest in our growing company with small-company values! 

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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