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

 

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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Recent Media Appearances 

 

  • Karl Frank was interviewed by 9News on March 28, 2012 regarding "3 Things You Should Do if You Won the Mega-Millions Lottery" .   ... 

 

 

  • 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! 

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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