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. Which area interests you most? Click to learn more: Register for an upcoming seminar. Our Periscope Newsletter Earlier this week, 9 News asked me to give viewers advice on how to raise money-smart kids. If you didn't catch the interview, here are a few of the highlights from our conversation. First, no matter how old they are, your kids will come to you for advice. Second, nothing you can tell them is too basic. Third, a little information goes a long way. ..... Click here to read the full newsletter.
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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.
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! |
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Use this calculator to determine whether you qualify for the different types of IRAs. Estimate the future cost of an item based on today’s prices and the rate of inflation you expect. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. This calculator can help you estimate your annual federal income tax liability. |
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| Dow Jones Industrials | 12,454.83 | - 74.92 |
| Nasdaq Composite | 2,837.53 | - 1.85 |
| S&P 500 | 1,317.82 | - 2.86 |
| OSX Oil Service Sector Index | 208.23 | + 0.40 |
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Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor.